Number of Shares
58,271.00
Current Holdings Value*
$32.60 Mil
% of Portfolio
10.14%
Total Estimate Gain
$22.76 Mil
% of Total Estimate Gain
24.74%

Midwest Professional Planners, LTD.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Midwest Professional Planners, LTD. held 58,271.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $32.60 Mil. This investment constitutes 10.14% of their stock portfolio, and Midwest Professional Planners, LTD. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Midwest Professional Planners, LTD. has made 16 purchases of SPY, at an average price of $360.43, for a total of 255,168.00 shares. In addition, there have been 12 sales at an average price of $397.60 for 196,897.00 shares. Based on historical transaction data and SPY's current price of $625.34, Midwest Professional Planners, LTD.'s estimated gain on his SPY holdings is $22.76 Mil, reflecting a 24.74% gain to date.

Midwest Professional Planners, LTD. SPY ($625.34) Holding Chart

Midwest Professional Planners, LTD. SPY ($625.34) 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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