AlTi Global, Inc. SPY Holdings History

Number of Shares
457,699.00
Current Holdings Value*
$256.80 Mil
% of Portfolio
6.73%
Total Estimate Gain
$87.52 Mil
% of Total Estimate Gain
38.00%

AlTi Global, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, AlTi Global, Inc. held 457,699.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $256.80 Mil. This investment constitutes 6.73% of their stock portfolio, and AlTi Global, Inc. now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then AlTi Global, Inc. has made 2 purchases of SPY, at an average price of $447.62, for a total of 514,481.00 shares. In addition, there have been 3 sales at an average price of $528.11 for 56,782.00 shares. Based on historical transaction data and SPY's current price of $628.86, AlTi Global, Inc.'s estimated gain on his SPY holdings is $87.52 Mil, reflecting a 38.00% gain to date.

AlTi Global, Inc. SPY ($628.86) Holding Chart

AlTi Global, Inc. SPY ($628.86) 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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