Waldron Private Wealth LLC SPY Holdings History
Waldron Private Wealth LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 88,103.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $49.28 Mil. This investment constitutes 2.33% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Waldron Private Wealth LLC has made 15 purchases of SPY, at an average price of $297.30, for a total of 157,690.00 shares. In addition, there have been 20 sales at an average price of $347.58 for 69,587.00 shares. Based on historical transaction data and SPY's current price of $627.58, Waldron Private Wealth LLC's estimated gain on his SPY holdings is $32.60 Mil, reflecting a 69.53% gain to date.
Waldron Private Wealth LLC SPY ($627.58) Holding Chart
Waldron Private Wealth LLC SPY ($627.58) 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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