Capital Management Associates, Inc SPY Holdings History
Capital Management Associates, Inc's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Capital Management Associates, Inc held 80,864.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $45.23 Mil. This investment constitutes 10.24% of their stock portfolio, and Capital Management Associates, Inc now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q4. And since then Capital Management Associates, Inc has made 3 purchases of SPY, at an average price of $545.01, for a total of 93,820.00 shares. In addition, there have been 2 sales at an average price of $507.42 for 12,956.00 shares. Based on historical transaction data and SPY's current price of $631.17, Capital Management Associates, Inc's estimated gain on his SPY holdings is $6.48 Mil, reflecting a 12.67% gain to date.
Capital Management Associates, Inc SPY ($631.17) Holding Chart
Capital Management Associates, Inc SPY ($631.17) 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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