TLWM's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, TLWM held 173,666.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $97.15 Mil. This investment constitutes 19.42% of their stock portfolio, and TLWM now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then TLWM has made 21 purchases of SPY, at an average price of $327.18, for a total of 205,815.00 shares. In addition, there have been 7 sales at an average price of $415.02 for 32,149.00 shares. Based on historical transaction data and SPY's current price of $625.34, TLWM's estimated gain on his SPY holdings is $54.60 Mil, reflecting a 81.09% gain to date.
TLWM SPY ($625.34) Holding Chart
TLWM SPY ($625.34) 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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