Number of Shares
7,559.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
5.39%
Total Estimate Gain
$2.24 Mil
% of Total Estimate Gain
24.44%

Objective Capital Management, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Objective Capital Management, LLC held 7,559.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.23 Mil. This investment constitutes 5.39% of their stock portfolio, and Objective Capital Management, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q1. And since then Objective Capital Management, LLC has made 4 purchases of SPY, at an average price of $445.23, for a total of 20,617.00 shares. In addition, there have been 8 sales at an average price of $510.86 for 13,058.00 shares. Based on historical transaction data and SPY's current price of $628.68, Objective Capital Management, LLC's estimated gain on his SPY holdings is $2.24 Mil, reflecting a 24.44% gain to date.

Objective Capital Management, LLC SPY ($628.68) Holding Chart

Objective Capital Management, LLC SPY ($628.68) 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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