TD PRIVATE CLIENT WEALTH LLC SPY Holdings History
TD PRIVATE CLIENT WEALTH LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, TD PRIVATE CLIENT WEALTH LLC held 344,699.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $212.97 Mil. This investment constitutes 5.23% of their stock portfolio, and TD PRIVATE CLIENT WEALTH LLC now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then TD PRIVATE CLIENT WEALTH LLC has made 9 purchases of SPY, at an average price of $325.84, for a total of 634,414.00 shares. In addition, there have been 9 sales at an average price of $434.18 for 289,715.00 shares. Based on historical transaction data and SPY's current price of $628.04, TD PRIVATE CLIENT WEALTH LLC's estimated gain on his SPY holdings is $135.56 Mil, reflecting a 65.57% gain to date.
TD PRIVATE CLIENT WEALTH LLC SPY ($628.04) Holding Chart
TD PRIVATE CLIENT WEALTH LLC SPY ($628.04) 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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