Safeguard Investment Advisory Group, LLC SPY Holdings History
Safeguard Investment Advisory Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 60,322.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $33.76 Mil. This investment constitutes 9.17% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.01% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then Safeguard Investment Advisory Group, LLC has made 11 purchases of SPY, at an average price of $430.03, for a total of 61,147.00 shares. In addition, there have been 5 sales at an average price of $426.90 for 825.00 shares. Based on historical transaction data and SPY's current price of $628.86, Safeguard Investment Advisory Group, LLC's estimated gain on his SPY holdings is $11.99 Mil, reflecting a 45.60% gain to date.
Safeguard Investment Advisory Group, LLC SPY ($628.86) Holding Chart
Safeguard Investment Advisory Group, LLC SPY ($628.86) 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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