Cresta Advisors, Ltd. SPY Holdings History
Cresta Advisors, Ltd.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Cresta Advisors, Ltd. held 47,255.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $26.43 Mil. This investment constitutes 13.7% of their stock portfolio, and Cresta Advisors, Ltd. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q1. And since then Cresta Advisors, Ltd. has made 7 purchases of SPY, at an average price of $454.62, for a total of 47,385.00 shares. In addition, there have been 1 sales at an average price of $523.39 for 130.00 shares. Based on historical transaction data and SPY's current price of $624.81, Cresta Advisors, Ltd.'s estimated gain on his SPY holdings is $8.05 Mil, reflecting a 37.37% gain to date.
Cresta Advisors, Ltd. SPY ($624.81) Holding Chart
Cresta Advisors, Ltd. SPY ($624.81) 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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