Colorado Capital Management, Inc. SPY Holdings History
Colorado Capital Management, Inc.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Colorado Capital Management, Inc. held 13,991.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $8.65 Mil. This investment constitutes 3.75% of their stock portfolio, and Colorado Capital Management, 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 Colorado Capital Management, Inc. has made 3 purchases of SPY, at an average price of $274.71, for a total of 23,669.00 shares. In addition, there have been 24 sales at an average price of $366.86 for 9,678.00 shares. Based on historical transaction data and SPY's current price of $627.58, Colorado Capital Management, Inc.'s estimated gain on his SPY holdings is $5.83 Mil, reflecting a 89.64% gain to date.
Colorado Capital Management, Inc. SPY ($627.58) Holding Chart
Colorado Capital 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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