Number of Shares
54,356.00
Current Holdings Value*
$30.50 Mil
% of Portfolio
6.38%
Total Estimate Gain
$54.06 Mil
% of Total Estimate Gain
32.03%

FFT WEALTH MANAGEMENT LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, FFT WEALTH MANAGEMENT LLC held 54,356.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $30.50 Mil. This investment constitutes 6.38% of their stock portfolio, and FFT WEALTH MANAGEMENT LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then FFT WEALTH MANAGEMENT LLC has made 13 purchases of SPY, at an average price of $325.81, for a total of 518,037.00 shares. In addition, there have been 15 sales at an average price of $409.43 for 463,681.00 shares. Based on historical transaction data and SPY's current price of $607.12, FFT WEALTH MANAGEMENT LLC's estimated gain on his SPY holdings is $54.06 Mil, reflecting a 32.03% gain to date.

FFT WEALTH MANAGEMENT LLC SPY ($607.12) Holding Chart

FFT WEALTH MANAGEMENT LLC SPY ($607.12) 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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