M Holdings Securities, Inc. SPY Holdings History
M Holdings Securities, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, M Holdings Securities, Inc. held 144,553.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $80.86 Mil. This investment constitutes 13.45% of their stock portfolio, and M Holdings Securities, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then M Holdings Securities, Inc. has made 17 purchases of SPY, at an average price of $346.35, for a total of 387,947.00 shares. In addition, there have been 16 sales at an average price of $402.27 for 243,394.00 shares. Based on historical transaction data and SPY's current price of $614.91, M Holdings Securities, Inc.'s estimated gain on his SPY holdings is $52.43 Mil, reflecting a 39.02% gain to date.
M Holdings Securities, Inc. SPY ($614.91) Holding Chart
M Holdings Securities, Inc. 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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