AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SPY Holdings History
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP held 401,177.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $29.85 Mil. This investment constitutes 19.07% of their stock portfolio, and AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP now holds 0.04% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP has made 9 purchases of SPY, at an average price of $507.02, for a total of 416,171.00 shares. In addition, there have been 5 sales at an average price of $451.10 for 14,994.00 shares. Based on historical transaction data and SPY's current price of $634.42, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP's estimated gain on his SPY holdings is $50.27 Mil, reflecting a 23.82% gain to date.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SPY ($634.42) Holding Chart
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP SPY ($634.42) 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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