Sageworth Trust Co SPY Holdings History
Sageworth Trust Co's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-06-30, Sageworth Trust Co held 277,196.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $171.27 Mil. This investment constitutes 9.48% 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 31 sales at an average price of $360.53 for 185,837.00 shares. Based on historical transaction data and SPY's current price of $628.86, Sageworth Trust Co's estimated gain on his SPY holdings is $146.03 Mil, reflecting a 153.25% gain to date.
Sageworth Trust Co SPY ($628.86) Holding Chart
Sageworth Trust Co 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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