FOSTER & MOTLEY INC SPY Holdings History

Number of Shares
18,282.00
Current Holdings Value*
$10.23 Mil
% of Portfolio
0.64%
Total Estimate Gain
$1.56 Mil
% of Total Estimate Gain
15.21%

FOSTER & MOTLEY INC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, FOSTER & MOTLEY INC held 18,282.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.23 Mil. This investment constitutes 0.64% of their stock portfolio, and FOSTER & MOTLEY INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then FOSTER & MOTLEY INC has made 10 purchases of SPY, at an average price of $531.59, for a total of 19,287.00 shares. In addition, there have been 5 sales at an average price of $401.53 for 1,005.00 shares. Based on historical transaction data and SPY's current price of $624.06, FOSTER & MOTLEY INC's estimated gain on his SPY holdings is $1.56 Mil, reflecting a 15.21% gain to date.

FOSTER & MOTLEY INC SPY ($624.06) Holding Chart

FOSTER & MOTLEY INC SPY ($624.06) 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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