Number of Shares
40,200.00
Current Holdings Value*
$22.49 Mil
% of Portfolio
28.63%
Total Estimate Gain
$44.48 Mil
% of Total Estimate Gain
46.67%

Whitford Management LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Whitford Management LLC held 40,200.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $22.49 Mil. This investment constitutes 28.63% of their stock portfolio, and Whitford Management 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 Whitford Management LLC has made 6 purchases of SPY, at an average price of $400.83, for a total of 237,782.00 shares. In addition, there have been 3 sales at an average price of $579.83 for 197,582.00 shares. Based on historical transaction data and SPY's current price of $627.58, Whitford Management LLC's estimated gain on his SPY holdings is $44.48 Mil, reflecting a 46.67% gain to date.

Whitford Management LLC SPY ($627.58) Holding Chart

Whitford Management 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 %

Top Ranked Articles

  • 1