Sageworth Trust Co SPY Holdings History

Number of Shares
277,624.00
Current Holdings Value*
$155.30 Mil
% of Portfolio
9.65%
Total Estimate Gain
$146.69 Mil
% of Total Estimate Gain
153.94%

Sageworth Trust Co's SPDR S&P 500 ETF Trust Holding Summary

As of 2025-03-31, Sageworth Trust Co held 277,624.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $155.30 Mil. This investment constitutes 9.65% of their stock portfolio, and Sageworth Trust Co now holds 0.03% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.

The initial trade took place in 2014Q1. And since then Sageworth Trust Co has made 6 purchases of SPY, at an average price of $205.79, for a total of 463,033.00 shares. In addition, there have been 30 sales at an average price of $360.04 for 185,409.00 shares. Based on historical transaction data and SPY's current price of $631.17, Sageworth Trust Co's estimated gain on his SPY holdings is $146.69 Mil, reflecting a 153.94% gain to date.

Sageworth Trust Co SPY ($631.17) Holding Chart

Sageworth Trust Co SPY ($631.17) 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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