Number of Shares
34,500.00
Current Holdings Value*
$19.30 Mil
% of Portfolio
51.57%
Total Estimate Gain
$11.96 Mil
% of Total Estimate Gain
111.93%

SFT Balanced Stabilization Fund's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, SFT Balanced Stabilization Fund held 34,500.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $19.30 Mil. This investment constitutes 51.57% of their stock portfolio, and SFT Balanced Stabilization Fund now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2019Q3. In addition, there have been 1 sales at an average price of $587.78 for 1,670.00 shares. Based on historical transaction data and SPY's current price of $628.04, SFT Balanced Stabilization Fund's estimated gain on his SPY holdings is $11.96 Mil, reflecting a 111.93% gain to date.

SFT Balanced Stabilization Fund SPY ($628.04) Holding Chart

SFT Balanced Stabilization 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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