Number of Shares
366,050.00
Current Holdings Value*
$204.76 Mil
% of Portfolio
8.43%
Total Estimate Gain
$252.66 Mil
% of Total Estimate Gain
77.30%

Sand Hill Global Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Sand Hill Global Advisors, LLC held 366,050.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $204.76 Mil. This investment constitutes 8.43% of their stock portfolio, and Sand Hill Global Advisors, LLC now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Sand Hill Global Advisors, LLC has made 16 purchases of SPY, at an average price of $258.02, for a total of 1.27 Mil shares. In addition, there have been 20 sales at an average price of $388.34 for 900,719.00 shares. Based on historical transaction data and SPY's current price of $627.58, Sand Hill Global Advisors, LLC's estimated gain on his SPY holdings is $252.66 Mil, reflecting a 77.30% gain to date.

Sand Hill Global Advisors, LLC SPY ($627.58) Holding Chart

Sand Hill Global Advisors, LLC SPY ($627.58) 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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