Number of Shares
38,048.00
Current Holdings Value*
$21.28 Mil
% of Portfolio
0.64%
Total Estimate Gain
$46.57 Mil
% of Total Estimate Gain
23.25%

RITHOLTZ WEALTH MANAGEMENT's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, RITHOLTZ WEALTH MANAGEMENT held 38,048.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $21.28 Mil. This investment constitutes 0.64% of their stock portfolio, and RITHOLTZ WEALTH MANAGEMENT now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then RITHOLTZ WEALTH MANAGEMENT has made 21 purchases of SPY, at an average price of $329.00, for a total of 608,655.00 shares. In addition, there have been 7 sales at an average price of $390.93 for 570,607.00 shares. Based on historical transaction data and SPY's current price of $624.22, RITHOLTZ WEALTH MANAGEMENT's estimated gain on his SPY holdings is $46.57 Mil, reflecting a 23.25% gain to date.

RITHOLTZ WEALTH MANAGEMENT SPY ($624.22) Holding Chart

RITHOLTZ WEALTH MANAGEMENT SPY ($624.22) 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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