CROWLEY WEALTH MANAGEMENT, INC. SPY Holdings History
CROWLEY WEALTH MANAGEMENT, INC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, CROWLEY WEALTH MANAGEMENT, INC. held 2,848.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.76 Mil. This investment constitutes 1.6% of their stock portfolio, and CROWLEY WEALTH MANAGEMENT, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2024Q4. And since then CROWLEY WEALTH MANAGEMENT, INC. has made 2 purchases of SPY, at an average price of $587.34, for a total of 2,848.00 shares. Based on historical transaction data and SPY's current price of $627.58, CROWLEY WEALTH MANAGEMENT, INC.'s estimated gain on his SPY holdings is $114,602.69, reflecting a 6.85% gain to date.
CROWLEY WEALTH MANAGEMENT, INC. SPY ($627.58) Holding Chart
CROWLEY WEALTH MANAGEMENT, INC. 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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