Number of Shares
19,969.00
Current Holdings Value*
$11.17 Mil
% of Portfolio
6.03%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
20.43%

Financial Guidance Group, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Financial Guidance Group, Inc. held 19,969.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $11.17 Mil. This investment constitutes 6.03% of their stock portfolio, and Financial Guidance Group, 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 Financial Guidance Group, Inc. has made 9 purchases of SPY, at an average price of $449.64, for a total of 32,536.00 shares. In addition, there have been 3 sales at an average price of $411.08 for 12,567.00 shares. Based on historical transaction data and SPY's current price of $623.62, Financial Guidance Group, Inc.'s estimated gain on his SPY holdings is $2.99 Mil, reflecting a 20.43% gain to date.

Financial Guidance Group, Inc. SPY ($623.62) Holding Chart

Financial Guidance Group, Inc. SPY ($623.62) 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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