SFG Wealth Management, LLC. SPY Holdings History
SFG Wealth Management, LLC.'s SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, SFG Wealth Management, LLC. held 91,499.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $51.18 Mil. This investment constitutes 25% of their stock portfolio, and SFG Wealth Management, LLC. now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2021Q4. And since then SFG Wealth Management, LLC. has made 13 purchases of SPY, at an average price of $422.50, for a total of 91,499.00 shares. Based on historical transaction data and SPY's current price of $631.03, SFG Wealth Management, LLC.'s estimated gain on his SPY holdings is $19.08 Mil, reflecting a 49.36% gain to date.
SFG Wealth Management, LLC. SPY ($631.03) Holding Chart
SFG Wealth Management, LLC. SPY ($631.03) 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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