Number of Shares
2,493.00
Current Holdings Value*
$1.39 Mil
% of Portfolio
0.35%
Total Estimate Gain
$550,742.02
% of Total Estimate Gain
35.29%

Financial Security Advisor, Inc.'s SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Financial Security Advisor, Inc. held 2,493.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $1.39 Mil. This investment constitutes 0.35% of their stock portfolio, and Financial Security Advisor, Inc. now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2023Q3. And since then Financial Security Advisor, Inc. has made 3 purchases of SPY, at an average price of $452.40, for a total of 3,450.00 shares. In addition, there have been 3 sales at an average price of $580.28 for 957.00 shares. Based on historical transaction data and SPY's current price of $624.22, Financial Security Advisor, Inc.'s estimated gain on his SPY holdings is $550,742.02, reflecting a 35.29% gain to date.

Financial Security Advisor, Inc. SPY ($624.22) Holding Chart

Financial Security Advisor, Inc. SPY ($624.22) 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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