Number of Shares
20,962.00
Current Holdings Value*
$11.73 Mil
% of Portfolio
0.22%
Total Estimate Gain
$2.81 Mil
% of Total Estimate Gain
18.94%

Douglass Winthrop Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Douglass Winthrop Advisors, LLC held 20,962.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.73 Mil. This investment constitutes 0.22% of their stock portfolio, and Douglass Winthrop Advisors, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2015Q1. And since then Douglass Winthrop Advisors, LLC has made 17 purchases of SPY, at an average price of $419.45, for a total of 35,406.00 shares. In addition, there have been 15 sales at an average price of $301.43 for 14,444.00 shares. Based on historical transaction data and SPY's current price of $634.97, Douglass Winthrop Advisors, LLC's estimated gain on his SPY holdings is $2.81 Mil, reflecting a 18.94% gain to date.

Douglass Winthrop Advisors, LLC SPY ($634.97) Holding Chart

Douglass Winthrop Advisors, LLC SPY ($634.97) 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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