Number of Shares
200.00
Current Holdings Value*
$111,880.00
% of Portfolio
0%
Total Estimate Gain
$222.46 Mil
% of Total Estimate Gain
85.00%

MAI Capital Management's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, MAI Capital Management held 200.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $111,880.00. This investment constitutes 0% of their stock portfolio, and MAI Capital Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q4. And since then MAI Capital Management has made 29 purchases of SPY, at an average price of $323.05, for a total of 810,187.00 shares. In addition, there have been 5 sales at an average price of $313.76 for 53,862.00 shares. Based on historical transaction data and SPY's current price of $617.85, MAI Capital Management's estimated gain on his SPY holdings is $222.46 Mil, reflecting a 85.00% gain to date.

MAI Capital Management SPY ($617.85) Holding Chart

MAI Capital Management SPY ($617.85) 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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