Number of Shares
2,917.00
Current Holdings Value*
$1.57 Mil
% of Portfolio
0.23%
Total Estimate Gain
$30.51 Mil
% of Total Estimate Gain
15.46%

B&D White Capital Company, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, B&D White Capital Company, LLC held 2,917.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.57 Mil. This investment constitutes 0.23% of their stock portfolio, and B&D White Capital Company, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then B&D White Capital Company, LLC has made 4 purchases of SPY, at an average price of $509.33, for a total of 387,377.00 shares. In addition, there have been 2 sales at an average price of $587.78 for 384,460.00 shares. Based on historical transaction data and SPY's current price of $628.04, B&D White Capital Company, LLC's estimated gain on his SPY holdings is $30.51 Mil, reflecting a 15.46% gain to date.

B&D White Capital Company, LLC SPY ($628.04) Holding Chart

B&D White Capital Company, LLC SPY ($628.04) 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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