MONTAG A & ASSOCIATES INC SPY Holdings History
MONTAG A & ASSOCIATES INC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, MONTAG A & ASSOCIATES INC held 180,278.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $101.15 Mil. This investment constitutes 5.06% of their stock portfolio, and MONTAG A & ASSOCIATES INC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2014Q1. And since then MONTAG A & ASSOCIATES INC has made 13 purchases of SPY, at an average price of $250.53, for a total of 402,594.00 shares. In addition, there have been 23 sales at an average price of $299.26 for 222,316.00 shares. Based on historical transaction data and SPY's current price of $627.58, MONTAG A & ASSOCIATES INC's estimated gain on his SPY holdings is $78.81 Mil, reflecting a 78.14% gain to date.
MONTAG A & ASSOCIATES INC SPY ($627.58) Holding Chart
MONTAG A & 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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