Number of Shares
30,061.00
Current Holdings Value*
$13.58 Mil
% of Portfolio
4.91%
Total Estimate Gain
$13.14 Mil
% of Total Estimate Gain
130.23%

Winfield Associates, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2022-03-31, Winfield Associates, Inc. held 30,061.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $13.58 Mil. This investment constitutes 4.91% of their stock portfolio, and Winfield Associates, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Winfield Associates, Inc. has made 15 purchases of SPY, at an average price of $218.78, for a total of 46,132.00 shares. In addition, there have been 9 sales at an average price of $269.63 for 16,071.00 shares. Based on historical transaction data and SPY's current price of $628.86, Winfield Associates, Inc.'s estimated gain on his SPY holdings is $13.14 Mil, reflecting a 130.23% gain to date.

Winfield Associates, Inc. SPY ($628.86) Holding Chart

Winfield Associates, Inc. SPY ($628.86) 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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