INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC SPY Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 357,100.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.75 Mil. This investment constitutes 0.27% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 14 purchases of SPY, at an average price of $387.93, for a total of 143,599.00 shares. In addition, there have been 11 sales at an average price of $385.75 for 79,371.00 shares. Based on historical transaction data and SPY's current price of $627.58, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his SPY holdings is $15.22 Mil, reflecting a 27.32% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC SPY ($627.58) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC SPY ($627.58) 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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