SlateStone Wealth, LLC SPY Holdings History
SlateStone Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, SlateStone Wealth, LLC held 21,086.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.80 Mil. This investment constitutes 1.18% of their stock portfolio, and SlateStone Wealth, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then SlateStone Wealth, LLC has made 9 purchases of SPY, at an average price of $304.03, for a total of 134,509.00 shares. In addition, there have been 16 sales at an average price of $563.35 for 113,423.00 shares. Based on historical transaction data and SPY's current price of $611.87, SlateStone Wealth, LLC's estimated gain on his SPY holdings is $35.90 Mil, reflecting a 87.80% gain to date.
SlateStone Wealth, LLC SPY ($611.87) Holding Chart
SlateStone Wealth, LLC SPY ($611.87) 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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