Independent Family Office, LLC SPY Holdings History
Independent Family Office, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Independent Family Office, LLC held 47,632.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $26.64 Mil. This investment constitutes 14.01% of their stock portfolio, and Independent Family Office, 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 Independent Family Office, LLC has made 14 purchases of SPY, at an average price of $350.92, for a total of 519,653.00 shares. In addition, there have been 7 sales at an average price of $404.06 for 472,021.00 shares. Based on historical transaction data and SPY's current price of $625.34, Independent Family Office, LLC's estimated gain on his SPY holdings is $38.16 Mil, reflecting a 20.93% gain to date.
Independent Family Office, LLC SPY ($625.34) Holding Chart
Independent Family Office, 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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