Number of Shares
20,100.00
Current Holdings Value*
$12.42 Mil
% of Portfolio
1.9%
Total Estimate Gain
$4.40 Mil
% of Total Estimate Gain
45.81%

CRA Financial Services, LLC's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, CRA Financial Services, LLC held 20,100.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.42 Mil. This investment constitutes 1.9% of their stock portfolio, and CRA Financial Services, LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2018Q4. And since then CRA Financial Services, LLC has made 17 purchases of SPY, at an average price of $398.62, for a total of 24,081.00 shares. In addition, there have been 9 sales at an average price of $347.19 for 3,981.00 shares. Based on historical transaction data and SPY's current price of $627.58, CRA Financial Services, LLC's estimated gain on his SPY holdings is $4.40 Mil, reflecting a 45.81% gain to date.

CRA Financial Services, LLC SPY ($627.58) Holding Chart

CRA Financial Services, 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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