Number of Shares
1,534.00
Current Holdings Value*
$870,000.00
% of Portfolio
0.39%
Total Estimate Gain
$211,334.13
% of Total Estimate Gain
22.03%

HAZLETT, BURT & WATSON, INC.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, HAZLETT, BURT & WATSON, INC. held 1,534.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $870,000.00. This investment constitutes 0.39% of their stock portfolio, and HAZLETT, BURT & WATSON, INC. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2022Q1. And since then HAZLETT, BURT & WATSON, INC. has made 6 purchases of SPY, at an average price of $483.81, for a total of 1,983.00 shares. In addition, there have been 4 sales at an average price of $463.30 for 449.00 shares. Based on historical transaction data and SPY's current price of $627.58, HAZLETT, BURT & WATSON, INC.'s estimated gain on his SPY holdings is $211,334.13, reflecting a 22.03% gain to date.

HAZLETT, BURT & WATSON, INC. SPY ($627.58) Holding Chart

HAZLETT, BURT & WATSON, 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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