BIP Wealth, LLC SPY Holdings History
BIP Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 535,287.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $299.43 Mil. This investment constitutes 19.53% of their stock portfolio, and BIP Wealth, LLC now holds 0.05% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 5 purchases of SPY, at an average price of $411.27, for a total of 655,193.00 shares. In addition, there have been 3 sales at an average price of $492.92 for 119,906.00 shares. Based on historical transaction data and SPY's current price of $627.58, BIP Wealth, LLC's estimated gain on his SPY holdings is $125.58 Mil, reflecting a 46.60% gain to date.
BIP Wealth, LLC SPY ($627.58) Holding Chart
BIP Wealth, LLC SPY ($627.58) 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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