Number of Shares
46,100.00
Current Holdings Value*
$28.48 Mil
% of Portfolio
5.03%
Total Estimate Gain
$23.44 Mil
% of Total Estimate Gain
125.64%

ARTHUR M. COHEN & ASSOCIATES, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, ARTHUR M. COHEN & ASSOCIATES, LLC held 46,100.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $28.48 Mil. This investment constitutes 5.03% of their stock portfolio, and ARTHUR M. COHEN & ASSOCIATES, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q3. And since then ARTHUR M. COHEN & ASSOCIATES, LLC has made 13 purchases of SPY, at an average price of $235.03, for a total of 79,380.00 shares. In addition, there have been 15 sales at an average price of $401.08 for 33,280.00 shares. Based on historical transaction data and SPY's current price of $623.62, ARTHUR M. COHEN & ASSOCIATES, LLC's estimated gain on his SPY holdings is $23.44 Mil, reflecting a 125.64% gain to date.

ARTHUR M. COHEN & ASSOCIATES, LLC SPY ($623.62) Holding Chart

ARTHUR M. COHEN & ASSOCIATES, LLC 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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