Team Hewins, LLC SPY Holdings History

Number of Shares
4,189.00
Current Holdings Value*
$2.35 Mil
% of Portfolio
0.91%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
1.44%

Team Hewins, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Team Hewins, LLC held 4,189.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.35 Mil. This investment constitutes 0.91% of their stock portfolio, and Team Hewins, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q4. And since then Team Hewins, LLC has made 4 purchases of SPY, at an average price of $443.42, for a total of 180,194.00 shares. In addition, there have been 5 sales at an average price of $445.40 for 176,005.00 shares. Based on historical transaction data and SPY's current price of $634.21, Team Hewins, LLC's estimated gain on his SPY holdings is $1.15 Mil, reflecting a 1.44% gain to date.

Team Hewins, LLC SPY ($634.21) Holding Chart

Team Hewins, LLC SPY ($634.21) 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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