Royal Fund Management, LLC SPY Holdings History
Royal Fund Management, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Royal Fund Management, LLC held 3,904.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.19 Mil. This investment constitutes 0.24% of their stock portfolio, and Royal Fund Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Royal Fund Management, LLC has made 12 purchases of SPY, at an average price of $431.12, for a total of 108,506.00 shares. In addition, there have been 15 sales at an average price of $467.77 for 104,602.00 shares. Based on historical transaction data and SPY's current price of $634.42, Royal Fund Management, LLC's estimated gain on his SPY holdings is $4.63 Mil, reflecting a 9.89% gain to date.
Royal Fund Management, LLC SPY ($634.42) Holding Chart
Royal Fund Management, 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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