PATHSTONE FAMILY OFFICE, LLC SPY Holdings History
PATHSTONE FAMILY OFFICE, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2023-09-30, PATHSTONE FAMILY OFFICE, LLC held 472,800.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $202.11 Mil. This investment constitutes 1.54% of their stock portfolio, and PATHSTONE FAMILY OFFICE, LLC now holds 0.05% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then PATHSTONE FAMILY OFFICE, LLC has made 17 purchases of SPY, at an average price of $413.51, for a total of 2.84 Mil shares. In addition, there have been 10 sales at an average price of $349.58 for 447,812.00 shares. Based on historical transaction data and SPY's current price of $634.21, PATHSTONE FAMILY OFFICE, LLC's estimated gain on his SPY holdings is $498.93 Mil, reflecting a 42.51% gain to date.
PATHSTONE FAMILY OFFICE, LLC SPY ($634.21) Holding Chart
PATHSTONE FAMILY OFFICE, LLC SPY ($634.21) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
