Number of Shares
7,140.00
Current Holdings Value*
$3.99 Mil
% of Portfolio
4.88%
Total Estimate Gain
$4.47 Mil
% of Total Estimate Gain
66.58%

Aldebaran Financial Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Aldebaran Financial Inc. held 7,140.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.99 Mil. This investment constitutes 4.88% of their stock portfolio, and Aldebaran Financial Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Aldebaran Financial Inc. has made 19 purchases of SPY, at an average price of $260.35, for a total of 25,769.00 shares. In addition, there have been 15 sales at an average price of $360.90 for 18,629.00 shares. Based on historical transaction data and SPY's current price of $623.62, Aldebaran Financial Inc.'s estimated gain on his SPY holdings is $4.47 Mil, reflecting a 66.58% gain to date.

Aldebaran Financial Inc. SPY ($623.62) Holding Chart

Aldebaran Financial 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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