OAK FAMILY ADVISORS, LLC SPY Holdings History
OAK FAMILY ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, OAK FAMILY ADVISORS, LLC held 497.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $306,810.00. This investment constitutes 0.1% of their stock portfolio, and OAK FAMILY ADVISORS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then OAK FAMILY ADVISORS, LLC has made 5 purchases of SPY, at an average price of $396.13, for a total of 927.00 shares. In addition, there have been 10 sales at an average price of $441.75 for 430.00 shares. Based on historical transaction data and SPY's current price of $634.42, OAK FAMILY ADVISORS, LLC's estimated gain on his SPY holdings is $138,050.58, reflecting a 37.59% gain to date.
OAK FAMILY ADVISORS, LLC SPY ($634.42) Holding Chart
OAK FAMILY ADVISORS, LLC SPY ($634.42) 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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