PENINSULA ASSET MANAGEMENT INC SPY Holdings History
PENINSULA ASSET MANAGEMENT INC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, PENINSULA ASSET MANAGEMENT INC held 2,710.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.52 Mil. This investment constitutes 0.84% of their stock portfolio, and PENINSULA ASSET MANAGEMENT INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then PENINSULA ASSET MANAGEMENT INC has made 12 purchases of SPY, at an average price of $249.78, for a total of 19,319.00 shares. In addition, there have been 24 sales at an average price of $311.50 for 16,609.00 shares. Based on historical transaction data and SPY's current price of $627.58, PENINSULA ASSET MANAGEMENT INC's estimated gain on his SPY holdings is $2.05 Mil, reflecting a 42.46% gain to date.
PENINSULA ASSET MANAGEMENT INC SPY ($627.58) Holding Chart
PENINSULA ASSET MANAGEMENT INC 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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