SVB WEALTH LLC SPY Holdings History
SVB WEALTH LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, SVB WEALTH LLC held 78,791.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $44.07 Mil. This investment constitutes 1.81% of their stock portfolio, and SVB WEALTH LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q2. And since then SVB WEALTH LLC has made 8 purchases of SPY, at an average price of $371.94, for a total of 1.49 Mil shares. In addition, there have been 16 sales at an average price of $447.68 for 1.41 Mil shares. Based on historical transaction data and SPY's current price of $627.84, SVB WEALTH LLC's estimated gain on his SPY holdings is $126.68 Mil, reflecting a 22.93% gain to date.
SVB WEALTH LLC SPY ($627.84) Holding Chart
SVB WEALTH LLC SPY ($627.84) 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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