Crestwood Advisors Group, LLC SPSM Holdings History
Crestwood Advisors Group, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-03-31, Crestwood Advisors Group, LLC held 1.62 Mil shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $65.96 Mil. This investment constitutes 1.25% of their stock portfolio, and Crestwood Advisors Group, LLC now holds 0.61% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2020Q1. And since then Crestwood Advisors Group, LLC has made 15 purchases of SPSM, at an average price of $34.87, for a total of 2.59 Mil shares. In addition, there have been 5 sales at an average price of $41.39 for 971,892.00 shares. Based on historical transaction data and SPSM's current price of $43.59, Crestwood Advisors Group, LLC's estimated gain on his SPSM holdings is $20.46 Mil, reflecting a 22.65% gain to date.
Crestwood Advisors Group, LLC SPSM ($43.59) Holding Chart
Crestwood Advisors Group, LLC SPSM ($43.59) 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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