Number of Shares
12,120.00
Current Holdings Value*
$5.20 Mil
% of Portfolio
2.78%
Total Estimate Gain
$7.04 Mil
% of Total Estimate Gain
86.27%

Mercer Capital Advisers, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2021-09-30, Mercer Capital Advisers, Inc. held 12,120.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.20 Mil. This investment constitutes 2.78% of their stock portfolio, and Mercer Capital Advisers, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q4. And since then Mercer Capital Advisers, Inc. has made 10 purchases of SPY, at an average price of $229.45, for a total of 35,565.00 shares. In addition, there have been 7 sales at an average price of $323.89 for 23,445.00 shares. Based on historical transaction data and SPY's current price of $627.58, Mercer Capital Advisers, Inc.'s estimated gain on his SPY holdings is $7.04 Mil, reflecting a 86.27% gain to date.

Mercer Capital Advisers, Inc. SPY ($627.58) Holding Chart

Mercer Capital Advisers, 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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