Frank, Rimerman Advisors LLC SPY Holdings History
Frank, Rimerman Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Frank, Rimerman Advisors LLC held 75,094.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $42.01 Mil. This investment constitutes 3.33% of their stock portfolio, and Frank, Rimerman Advisors LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Frank, Rimerman Advisors LLC has made 10 purchases of SPY, at an average price of $361.81, for a total of 94,449.00 shares. In addition, there have been 5 sales at an average price of $452.86 for 19,355.00 shares. Based on historical transaction data and SPY's current price of $634.42, Frank, Rimerman Advisors LLC's estimated gain on his SPY holdings is $22.23 Mil, reflecting a 65.06% gain to date.
Frank, Rimerman Advisors LLC SPY ($634.42) Holding Chart
Frank, Rimerman Advisors LLC SPY ($634.42) 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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