Crescent Grove Advisors, LLC SPY Holdings History
Crescent Grove Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Crescent Grove Advisors, LLC held 54,985.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $30.85 Mil. This investment constitutes 3.21% of their stock portfolio, and Crescent Grove Advisors, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Crescent Grove Advisors, LLC has made 15 purchases of SPY, at an average price of $329.78, for a total of 151,164.00 shares. In addition, there have been 13 sales at an average price of $383.24 for 96,179.00 shares. Based on historical transaction data and SPY's current price of $628.86, Crescent Grove Advisors, LLC's estimated gain on his SPY holdings is $21.59 Mil, reflecting a 43.30% gain to date.
Crescent Grove Advisors, LLC SPY ($628.86) Holding Chart
Crescent Grove Advisors, LLC SPY ($628.86) 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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