Tolleson Wealth Management, Inc. SPY Holdings History
Tolleson Wealth Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held 28,839.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $16.18 Mil. This investment constitutes 3.12% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q4. And since then Tolleson Wealth Management, Inc. has made 7 purchases of SPY, at an average price of $388.04, for a total of 134,765.00 shares. In addition, there have been 13 sales at an average price of $444.00 for 105,926.00 shares. Based on historical transaction data and SPY's current price of $623.62, Tolleson Wealth Management, Inc.'s estimated gain on his SPY holdings is $12.72 Mil, reflecting a 24.33% gain to date.
Tolleson Wealth Management, Inc. SPY ($623.62) Holding Chart
Tolleson Wealth Management, 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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