Number of Shares
7,552.00
Current Holdings Value*
$4.22 Mil
% of Portfolio
1.07%
Total Estimate Gain
$2.20 Mil
% of Total Estimate Gain
70.00%

Blankinship & Foster, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Blankinship & Foster, LLC held 7,552.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.22 Mil. This investment constitutes 1.07% of their stock portfolio, and Blankinship & Foster, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Blankinship & Foster, LLC has made 12 purchases of SPY, at an average price of $345.50, for a total of 9,095.00 shares. In addition, there have been 16 sales at an average price of $404.08 for 1,543.00 shares. Based on historical transaction data and SPY's current price of $624.81, Blankinship & Foster, LLC's estimated gain on his SPY holdings is $2.20 Mil, reflecting a 70.00% gain to date.

Blankinship & Foster, LLC SPY ($624.81) Holding Chart

Blankinship & Foster, LLC SPY ($624.81) 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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