Number of Shares
6,379.00
Current Holdings Value*
$3.57 Mil
% of Portfolio
3.53%
Total Estimate Gain
$228,974.43
% of Total Estimate Gain
6.09%

M.E. ALLISON & CO., INC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, M.E. ALLISON & CO., INC. held 6,379.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $3.57 Mil. This investment constitutes 3.53% of their stock portfolio, and M.E. ALLISON & CO., INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2024Q4. And since then M.E. ALLISON & CO., INC. has made 1 purchases of SPY, at an average price of $589.44, for a total of 6,379.00 shares. Based on historical transaction data and SPY's current price of $625.34, M.E. ALLISON & CO., INC.'s estimated gain on his SPY holdings is $228,974.43, reflecting a 6.09% gain to date.

M.E. ALLISON & CO., INC. SPY ($625.34) Holding Chart

M.E. ALLISON & CO., INC. SPY ($625.34) 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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