Number of Shares
656.00
Current Holdings Value*
$366,960.00
% of Portfolio
0.02%
Total Estimate Gain
$734,423.32
% of Total Estimate Gain
2.35%

COMPASS CAPITAL MANAGEMENT, INC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, COMPASS CAPITAL MANAGEMENT, INC held 656.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $366,960.00. This investment constitutes 0.02% of their stock portfolio, and COMPASS CAPITAL MANAGEMENT, INC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q3. And since then COMPASS CAPITAL MANAGEMENT, INC has made 10 purchases of SPY, at an average price of $531.78, for a total of 58,792.00 shares. In addition, there have been 13 sales at an average price of $543.41 for 58,136.00 shares. Based on historical transaction data and SPY's current price of $620.31, COMPASS CAPITAL MANAGEMENT, INC's estimated gain on his SPY holdings is $734,423.32, reflecting a 2.35% gain to date.

COMPASS CAPITAL MANAGEMENT, INC SPY ($620.31) Holding Chart

COMPASS CAPITAL MANAGEMENT, INC SPY ($620.31) 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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