Fiduciary Alliance LLC SPY Holdings History
Fiduciary Alliance LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Fiduciary Alliance LLC held 80,883.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $49.97 Mil. This investment constitutes 3.73% of their stock portfolio, and Fiduciary Alliance LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2022Q4. And since then Fiduciary Alliance LLC has made 10 purchases of SPY, at an average price of $466.88, for a total of 80,883.00 shares. Based on historical transaction data and SPY's current price of $628.77, Fiduciary Alliance LLC's estimated gain on his SPY holdings is $13.09 Mil, reflecting a 34.67% gain to date.
Fiduciary Alliance LLC SPY ($628.77) Holding Chart
Fiduciary Alliance LLC SPY ($628.77) 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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