Number of Shares
22,420.00
Current Holdings Value*
$12.54 Mil
% of Portfolio
3.85%
Total Estimate Gain
$701,068.46
% of Total Estimate Gain
5.31%

CLUNE & ASSOCIATES, LTD.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, CLUNE & ASSOCIATES, LTD. held 22,420.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.54 Mil. This investment constitutes 3.85% of their stock portfolio, and CLUNE & ASSOCIATES, LTD. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2024Q4. And since then CLUNE & ASSOCIATES, LTD. has made 1 purchases of SPY, at an average price of $589.41, for a total of 22,420.00 shares. Based on historical transaction data and SPY's current price of $620.68, CLUNE & ASSOCIATES, LTD.'s estimated gain on his SPY holdings is $701,068.46, reflecting a 5.31% gain to date.

CLUNE & ASSOCIATES, LTD. SPY ($620.68) Holding Chart

CLUNE & ASSOCIATES, LTD. SPY ($620.68) 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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