Number of Shares
140,656.00
Current Holdings Value*
$78.68 Mil
% of Portfolio
10.29%
Total Estimate Gain
$33.69 Mil
% of Total Estimate Gain
24.99%

TOTAL INVESTMENT MANAGEMENT INC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, TOTAL INVESTMENT MANAGEMENT INC held 140,656.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $78.68 Mil. This investment constitutes 10.29% of their stock portfolio, and TOTAL INVESTMENT MANAGEMENT INC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q3. And since then TOTAL INVESTMENT MANAGEMENT INC has made 19 purchases of SPY, at an average price of $390.20, for a total of 345,457.00 shares. In addition, there have been 8 sales at an average price of $393.22 for 204,801.00 shares. Based on historical transaction data and SPY's current price of $625.34, TOTAL INVESTMENT MANAGEMENT INC's estimated gain on his SPY holdings is $33.69 Mil, reflecting a 24.99% gain to date.

TOTAL INVESTMENT MANAGEMENT INC SPY ($625.34) Holding Chart

TOTAL INVESTMENT MANAGEMENT INC SPY ($625.34) 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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