Kozak & Associates, Inc. SPY Holdings History
Kozak & Associates, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 71,606.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $44.69 Mil. This investment constitutes 9.11% of their stock portfolio, and Kozak & Associates, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Kozak & Associates, Inc. has made 5 purchases of SPY, at an average price of $359.12, for a total of 114,609.00 shares. In addition, there have been 10 sales at an average price of $478.58 for 43,003.00 shares. Based on historical transaction data and SPY's current price of $627.58, Kozak & Associates, Inc.'s estimated gain on his SPY holdings is $24.36 Mil, reflecting a 59.19% gain to date.
Kozak & Associates, Inc. SPY ($627.58) Holding Chart
Kozak & Associates, Inc. SPY ($627.58) 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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