LGL PARTNERS, LLC SPY Holdings History
LGL PARTNERS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, LGL PARTNERS, LLC held 98,725.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $55.39 Mil. This investment constitutes 26.72% of their stock portfolio, and LGL PARTNERS, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then LGL PARTNERS, LLC has made 8 purchases of SPY, at an average price of $329.38, for a total of 251,992.00 shares. In addition, there have been 20 sales at an average price of $368.77 for 153,267.00 shares. Based on historical transaction data and SPY's current price of $620.68, LGL PARTNERS, LLC's estimated gain on his SPY holdings is $34.80 Mil, reflecting a 41.92% gain to date.
LGL PARTNERS, LLC SPY ($620.68) Holding Chart
LGL PARTNERS, LLC SPY ($620.68) 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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