DGI Balanced Fund SPY Holdings History
DGI Balanced Fund's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, DGI Investment Trust held 111,800.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $62.54 Mil. This investment constitutes 41.27% of their stock portfolio, and DGI Investment Trust now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q3. In addition, there have been 1 sales at an average price of $589.49 for 1,600.00 shares. Based on historical transaction data and SPY's current price of $628.04, DGI Balanced Fund's estimated gain on his SPY holdings is $21.14 Mil, reflecting a 42.25% gain to date.
DGI Balanced Fund SPY ($628.04) Holding Chart
DGI Balanced Fund SPY ($628.04) 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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