Number of Shares
419,830.00
Current Holdings Value*
$235.56 Mil
% of Portfolio
18.9%
Total Estimate Gain
$76.21 Mil
% of Total Estimate Gain
39.60%

FOSTER DYKEMA CABOT & PARTNERS, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, FOSTER DYKEMA CABOT & PARTNERS, LLC held 419,830.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $235.56 Mil. This investment constitutes 18.9% of their stock portfolio, and FOSTER DYKEMA CABOT & PARTNERS, LLC now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q4. And since then FOSTER DYKEMA CABOT & PARTNERS, LLC has made 3 purchases of SPY, at an average price of $447.38, for a total of 430,212.00 shares. In addition, there have been 2 sales at an average price of $501.27 for 10,382.00 shares. Based on historical transaction data and SPY's current price of $627.58, FOSTER DYKEMA CABOT & PARTNERS, LLC's estimated gain on his SPY holdings is $76.21 Mil, reflecting a 39.60% gain to date.

FOSTER DYKEMA CABOT & PARTNERS, LLC SPY ($627.58) Holding Chart

FOSTER DYKEMA CABOT & PARTNERS, LLC SPY ($627.58) 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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