Number of Shares
6,910.00
Current Holdings Value*
$4.27 Mil
% of Portfolio
1.04%
Total Estimate Gain
$413,067.12
% of Total Estimate Gain
10.45%

Crumly & Associates Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-06-30, Crumly & Associates Inc. held 6,910.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $4.27 Mil. This investment constitutes 1.04% of their stock portfolio, and Crumly & Associates Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q4. And since then Crumly & Associates Inc. has made 5 purchases of SPY, at an average price of $556.80, for a total of 7,096.00 shares. In addition, there have been 3 sales at an average price of $404.45 for 186.00 shares. Based on historical transaction data and SPY's current price of $620.68, Crumly & Associates Inc.'s estimated gain on his SPY holdings is $413,067.12, reflecting a 10.45% gain to date.

Crumly & Associates Inc. SPY ($620.68) Holding Chart

Crumly & Associates Inc. SPY ($620.68) 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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