S.A. Mason LLC SPY Holdings History
S.A. Mason LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, S.A. Mason LLC held 9,134.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.64 Mil. This investment constitutes 2.73% of their stock portfolio, and S.A. Mason LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q4. And since then S.A. Mason LLC has made 6 purchases of SPY, at an average price of $309.33, for a total of 12,101.00 shares. In addition, there have been 15 sales at an average price of $431.55 for 2,967.00 shares. Based on historical transaction data and SPY's current price of $634.21, S.A. Mason LLC's estimated gain on his SPY holdings is $3.33 Mil, reflecting a 88.96% gain to date.
S.A. Mason LLC SPY ($634.21) Holding Chart
S.A. Mason LLC SPY ($634.21) 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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