Number of Shares
64,079.00
Current Holdings Value*
$27.50 Mil
% of Portfolio
6.33%
Total Estimate Gain
$19.79 Mil
% of Total Estimate Gain
47.87%

New England Investment & Retirement Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2021-09-30, New England Investment & Retirement Group, Inc. held 64,079.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $27.50 Mil. This investment constitutes 6.33% of their stock portfolio, and New England Investment & Retirement Group, Inc. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2015Q4. And since then New England Investment & Retirement Group, Inc. has made 6 purchases of SPY, at an average price of $333.22, for a total of 124,090.00 shares. In addition, there have been 2 sales at an average price of $354.56 for 60,011.00 shares. Based on historical transaction data and SPY's current price of $622.14, New England Investment & Retirement Group, Inc.'s estimated gain on his SPY holdings is $19.79 Mil, reflecting a 47.87% gain to date.

New England Investment & Retirement Group, Inc. SPY ($622.14) Holding Chart

New England Investment & Retirement Group, Inc. SPY ($622.14) 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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