Number of Shares
47,229.00
Current Holdings Value*
$29.18 Mil
% of Portfolio
1.32%
Total Estimate Gain
$47.51 Mil
% of Total Estimate Gain
13.45%

Advance Capital Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Advance Capital Management, Inc. held 47,229.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.18 Mil. This investment constitutes 1.32% of their stock portfolio, and Advance Capital Management, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2021Q4. And since then Advance Capital Management, Inc. has made 8 purchases of SPY, at an average price of $417.61, for a total of 846,055.00 shares. In addition, there have been 6 sales at an average price of $465.09 for 798,826.00 shares. Based on historical transaction data and SPY's current price of $620.34, Advance Capital Management, Inc.'s estimated gain on his SPY holdings is $47.51 Mil, reflecting a 13.45% gain to date.

Advance Capital Management, Inc. SPY ($620.34) Holding Chart

Advance Capital Management, Inc. SPY ($620.34) 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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