SMITH, MOORE & CO. SPY Holdings History

Number of Shares
52,639.00
Current Holdings Value*
$29.45 Mil
% of Portfolio
2.73%
Total Estimate Gain
$16.48 Mil
% of Total Estimate Gain
90.99%

SMITH, MOORE & CO.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, SMITH, MOORE & CO. held 52,639.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.45 Mil. This investment constitutes 2.73% of their stock portfolio, and SMITH, MOORE & CO. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then SMITH, MOORE & CO. has made 30 purchases of SPY, at an average price of $314.23, for a total of 57,633.00 shares. In addition, there have been 6 sales at an average price of $340.19 for 4,994.00 shares. Based on historical transaction data and SPY's current price of $624.81, SMITH, MOORE & CO.'s estimated gain on his SPY holdings is $16.48 Mil, reflecting a 90.99% gain to date.

SMITH, MOORE & CO. SPY ($624.81) Holding Chart

SMITH, MOORE & CO. SPY ($624.81) 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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