Number of Shares
4,818.00
Current Holdings Value*
$2.70 Mil
% of Portfolio
0.32%
Total Estimate Gain
$3.34 Mil
% of Total Estimate Gain
125.76%

Baldwin Investment Management, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Baldwin Investment Management, LLC held 4,818.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.70 Mil. This investment constitutes 0.32% of their stock portfolio, and Baldwin Investment Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Baldwin Investment Management, LLC has made 3 purchases of SPY, at an average price of $220.32, for a total of 12,059.00 shares. In addition, there have been 22 sales at an average price of $408.82 for 7,241.00 shares. Based on historical transaction data and SPY's current price of $630.53, Baldwin Investment Management, LLC's estimated gain on his SPY holdings is $3.34 Mil, reflecting a 125.76% gain to date.

Baldwin Investment Management, LLC SPY ($630.53) Holding Chart

Baldwin Investment Management, LLC SPY ($630.53) 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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