Number of Shares
16,875.00
Current Holdings Value*
$9.44 Mil
% of Portfolio
1.28%
Total Estimate Gain
$5.37 Mil
% of Total Estimate Gain
34.00%

Moloney Securities Asset Management, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Moloney Securities Asset Management, LLC held 16,875.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $9.44 Mil. This investment constitutes 1.28% of their stock portfolio, and Moloney Securities Asset Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q2. And since then Moloney Securities Asset Management, LLC has made 16 purchases of SPY, at an average price of $404.85, for a total of 38,991.00 shares. In addition, there have been 12 sales at an average price of $476.61 for 22,116.00 shares. Based on historical transaction data and SPY's current price of $628.86, Moloney Securities Asset Management, LLC's estimated gain on his SPY holdings is $5.37 Mil, reflecting a 34.00% gain to date.

Moloney Securities Asset Management, LLC SPY ($628.86) Holding Chart

Moloney Securities Asset Management, LLC SPY ($628.86) 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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