Nicholas Hoffman & Company, LLC. SPY Holdings History
Nicholas Hoffman & Company, LLC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Nicholas Hoffman & Company, LLC. held 83,844.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $46.90 Mil. This investment constitutes 1.78% of their stock portfolio, and Nicholas Hoffman & Company, 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 Nicholas Hoffman & Company, LLC. has made 7 purchases of SPY, at an average price of $277.44, for a total of 119,498.00 shares. In addition, there have been 21 sales at an average price of $366.89 for 35,654.00 shares. Based on historical transaction data and SPY's current price of $622.00, Nicholas Hoffman & Company, LLC.'s estimated gain on his SPY holdings is $32.08 Mil, reflecting a 96.76% gain to date.
Nicholas Hoffman & Company, LLC. SPY ($622.00) Holding Chart
Nicholas Hoffman & Company, LLC. SPY ($622.00) 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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