Number of Shares
19,621.00
Current Holdings Value*
$10.98 Mil
% of Portfolio
8.62%
Total Estimate Gain
$3.42 Mil
% of Total Estimate Gain
38.25%

MidAtlantic Capital Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, MidAtlantic Capital Management, Inc. held 19,621.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.98 Mil. This investment constitutes 8.62% of their stock portfolio, and MidAtlantic Capital Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then MidAtlantic Capital Management, Inc. has made 3 purchases of SPY, at an average price of $450.27, for a total of 19,842.00 shares. Based on historical transaction data and SPY's current price of $623.62, MidAtlantic Capital Management, Inc.'s estimated gain on his SPY holdings is $3.42 Mil, reflecting a 38.25% gain to date.

MidAtlantic Capital Management, Inc. SPY ($623.62) Holding Chart

MidAtlantic Capital Management, Inc. SPY ($623.62) 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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