Number of Shares
395,024.00
Current Holdings Value*
$98.72 Mil
% of Portfolio
23.75%
Total Estimate Gain
$143.70 Mil
% of Total Estimate Gain
138.80%

Signature Financial Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2018-12-31, Signature Financial Management, Inc. held 395,024.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $98.72 Mil. This investment constitutes 23.75% of their stock portfolio, and Signature Financial Management, Inc. now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Signature Financial Management, Inc. has made 8 purchases of SPY, at an average price of $262.04, for a total of 395,088.00 shares. In addition, there have been 3 sales at an average price of $282.18 for 64.00 shares. Based on historical transaction data and SPY's current price of $625.82, Signature Financial Management, Inc.'s estimated gain on his SPY holdings is $143.70 Mil, reflecting a 138.80% gain to date.

Signature Financial Management, Inc. SPY ($625.82) Holding Chart

Signature Financial Management, Inc. SPY ($625.82) 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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