Number of Shares
155,814.00
Current Holdings Value*
$10.25 Mil
% of Portfolio
2.2%
Total Estimate Gain
$5.12 Mil
% of Total Estimate Gain
73.00%

McNamara Financial Services, Inc.'s SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, McNamara Financial Services, Inc. held 155,814.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $10.25 Mil. This investment constitutes 2.2% of their stock portfolio, and McNamara Financial Services, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2020Q3. And since then McNamara Financial Services, Inc. has made 9 purchases of SPLG, at an average price of $42.00, for a total of 166,994.00 shares. In addition, there have been 9 sales at an average price of $61.81 for 11,180.00 shares. Based on historical transaction data and SPLG's current price of $73.43, McNamara Financial Services, Inc.'s estimated gain on his SPLG holdings is $5.12 Mil, reflecting a 73.00% gain to date.

McNamara Financial Services, Inc. SPLG ($73.43) Holding Chart

McNamara Financial Services, Inc. SPLG ($73.43) 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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