Number of Shares
10,130.00
Current Holdings Value*
$5.67 Mil
% of Portfolio
5.3%
Total Estimate Gain
$1.92 Mil
% of Total Estimate Gain
36.85%

STEPHEN J. GARRY & ASSOCIATES, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, STEPHEN J. GARRY & ASSOCIATES, LLC held 10,130.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $5.67 Mil. This investment constitutes 5.3% of their stock portfolio, and STEPHEN J. GARRY & ASSOCIATES, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then STEPHEN J. GARRY & ASSOCIATES, LLC has made 2 purchases of SPY, at an average price of $452.28, for a total of 11,505.00 shares. Based on historical transaction data and SPY's current price of $622.93, STEPHEN J. GARRY & ASSOCIATES, LLC's estimated gain on his SPY holdings is $1.92 Mil, reflecting a 36.85% gain to date.

STEPHEN J. GARRY & ASSOCIATES, LLC SPY ($622.93) Holding Chart

STEPHEN J. GARRY & ASSOCIATES, LLC SPY ($622.93) 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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