Calton & Associates, Inc. SPY Holdings History
Calton & Associates, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Calton & Associates, Inc. held 26,892.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $15.04 Mil. This investment constitutes 3.43% of their stock portfolio, and Calton & Associates, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Calton & Associates, Inc. has made 14 purchases of SPY, at an average price of $359.34, for a total of 82,867.00 shares. In addition, there have been 14 sales at an average price of $371.44 for 55,975.00 shares. Based on historical transaction data and SPY's current price of $623.62, Calton & Associates, Inc.'s estimated gain on his SPY holdings is $7.78 Mil, reflecting a 26.14% gain to date.
Calton & Associates, Inc. SPY ($623.62) Holding Chart
Calton & Associates, Inc. SPY ($623.62) 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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