Number of Shares
6,720.00
Current Holdings Value*
$3.76 Mil
% of Portfolio
1.51%
Total Estimate Gain
$12.39 Mil
% of Total Estimate Gain
8.42%

STRATEGIC INVESTMENT MANAGEMENT, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, STRATEGIC INVESTMENT MANAGEMENT, LLC held 6,720.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.76 Mil. This investment constitutes 1.51% of their stock portfolio, and STRATEGIC INVESTMENT MANAGEMENT, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then STRATEGIC INVESTMENT MANAGEMENT, LLC has made 4 purchases of SPY, at an average price of $250.64, for a total of 587,043.00 shares. In addition, there have been 19 sales at an average price of $267.61 for 580,323.00 shares. Based on historical transaction data and SPY's current price of $628.77, STRATEGIC INVESTMENT MANAGEMENT, LLC's estimated gain on his SPY holdings is $12.39 Mil, reflecting a 8.42% gain to date.

STRATEGIC INVESTMENT MANAGEMENT, LLC SPY ($628.77) Holding Chart

STRATEGIC INVESTMENT MANAGEMENT, LLC SPY ($628.77) 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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