Drexel Morgan & Co. SPY Holdings History

Number of Shares
10,436.00
Current Holdings Value*
$5.84 Mil
% of Portfolio
1.23%
Total Estimate Gain
$3.63 Mil
% of Total Estimate Gain
9.64%

Drexel Morgan & Co.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Drexel Morgan & Co. held 10,436.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.84 Mil. This investment constitutes 1.23% of their stock portfolio, and Drexel Morgan & Co. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Drexel Morgan & Co. has made 13 purchases of SPY, at an average price of $369.83, for a total of 101,934.00 shares. In addition, there have been 7 sales at an average price of $381.59 for 91,498.00 shares. Based on historical transaction data and SPY's current price of $614.91, Drexel Morgan & Co.'s estimated gain on his SPY holdings is $3.63 Mil, reflecting a 9.64% gain to date.

Drexel Morgan & Co. SPY ($614.91) Holding Chart

Drexel Morgan & Co. SPY ($614.91) 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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