McLean Asset Management Corp SPY Holdings History
McLean Asset Management Corp's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, McLean Asset Management Corp held 21,700.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $13.46 Mil. This investment constitutes 3.53% of their stock portfolio, and McLean Asset Management Corp now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then McLean Asset Management Corp has made 6 purchases of SPY, at an average price of $367.17, for a total of 33,909.00 shares. In addition, there have been 12 sales at an average price of $400.97 for 12,209.00 shares. Based on historical transaction data and SPY's current price of $624.22, McLean Asset Management Corp's estimated gain on his SPY holdings is $5.99 Mil, reflecting a 48.12% gain to date.
McLean Asset Management Corp SPY ($624.22) Holding Chart
McLean Asset Management Corp SPY ($624.22) 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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