Seven Post Investment Office LP SPY Holdings History
Seven Post Investment Office LP's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Seven Post Investment Office LP held 71,865.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $44.40 Mil. This investment constitutes 16.73% of their stock portfolio, and Seven Post Investment Office LP now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then Seven Post Investment Office LP has made 21 purchases of SPY, at an average price of $302.52, for a total of 86,464.00 shares. In addition, there have been 8 sales at an average price of $328.01 for 14,599.00 shares. Based on historical transaction data and SPY's current price of $633.17, Seven Post Investment Office LP's estimated gain on his SPY holdings is $24.13 Mil, reflecting a 92.26% gain to date.
Seven Post Investment Office LP SPY ($633.17) Holding Chart
Seven Post Investment Office LP SPY ($633.17) 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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