FOSTER & MOTLEY INC SPY Holdings History
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 $626.38, FOSTER & MOTLEY INC's estimated gain on his SPY holdings is $1.60 Mil, reflecting a 15.63% gain to date.
FOSTER & MOTLEY INC SPY ($626.38) Holding Chart
FOSTER & MOTLEY INC SPY ($626.38) 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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