Great Diamond Partners, LLC SPY Holdings History
Great Diamond Partners, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Great Diamond Partners, LLC held 21,346.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.94 Mil. This investment constitutes 3.26% of their stock portfolio, and Great Diamond Partners, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then Great Diamond Partners, LLC has made 11 purchases of SPY, at an average price of $402.37, for a total of 61,193.00 shares. In addition, there have been 9 sales at an average price of $377.03 for 39,847.00 shares. Based on historical transaction data and SPY's current price of $625.34, Great Diamond Partners, LLC's estimated gain on his SPY holdings is $3.75 Mil, reflecting a 15.23% gain to date.
Great Diamond Partners, LLC SPY ($625.34) Holding Chart
Great Diamond Partners, LLC SPY ($625.34) 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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