Tiller Private Wealth, Inc. SPY Holdings History
Tiller Private Wealth, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Tiller Private Wealth, Inc. held 65,472.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $36.62 Mil. This investment constitutes 15.26% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q1. And since then Tiller Private Wealth, Inc. has made 21 purchases of SPY, at an average price of $412.03, for a total of 65,472.00 shares. Based on historical transaction data and SPY's current price of $623.62, Tiller Private Wealth, Inc.'s estimated gain on his SPY holdings is $13.85 Mil, reflecting a 51.35% gain to date.
Tiller Private Wealth, Inc. SPY ($623.62) Holding Chart
Tiller Private Wealth, Inc. SPY ($623.62) 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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