Number of Shares
16,616.00
Current Holdings Value*
$10.27 Mil
% of Portfolio
2.37%
Total Estimate Gain
$3.61 Mil
% of Total Estimate Gain
47.80%

PEDDOCK CAPITAL ADVISORS, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, PEDDOCK CAPITAL ADVISORS, LLC held 16,616.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $10.27 Mil. This investment constitutes 2.37% of their stock portfolio, and PEDDOCK CAPITAL ADVISORS, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2017Q1. And since then PEDDOCK CAPITAL ADVISORS, LLC has made 16 purchases of SPY, at an average price of $413.94, for a total of 18,246.00 shares. In addition, there have been 3 sales at an average price of $451.07 for 1,630.00 shares. Based on historical transaction data and SPY's current price of $627.58, PEDDOCK CAPITAL ADVISORS, LLC's estimated gain on his SPY holdings is $3.61 Mil, reflecting a 47.80% gain to date.

PEDDOCK CAPITAL ADVISORS, LLC SPY ($627.58) Holding Chart

PEDDOCK CAPITAL ADVISORS, LLC 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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