Number of Shares
94,052.00
Current Holdings Value*
$52.61 Mil
% of Portfolio
0.62%
Total Estimate Gain
$14.90 Mil
% of Total Estimate Gain
15.37%

YOUSIF CAPITAL MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, YOUSIF CAPITAL MANAGEMENT, LLC held 94,052.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $52.61 Mil. This investment constitutes 0.62% of their stock portfolio, and YOUSIF CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then YOUSIF CAPITAL MANAGEMENT, LLC has made 7 purchases of SPY, at an average price of $453.67, for a total of 213,625.00 shares. In addition, there have been 6 sales at an average price of $436.10 for 119,573.00 shares. Based on historical transaction data and SPY's current price of $634.42, YOUSIF CAPITAL MANAGEMENT, LLC's estimated gain on his SPY holdings is $14.90 Mil, reflecting a 15.37% gain to date.

YOUSIF CAPITAL MANAGEMENT, LLC SPY ($634.42) Holding Chart

YOUSIF CAPITAL MANAGEMENT, LLC SPY ($634.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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