Number of Shares
92,828.00
Current Holdings Value*
$7.46 Mil
% of Portfolio
4.01%
Total Estimate Gain
$3.78 Mil
% of Total Estimate Gain
48.50%

AMERICAN FINANCIAL & TAX STRATEGIES INC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 92,828.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $7.46 Mil. This investment constitutes 4.01% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $78.77 for 33,410.00 shares. Based on historical transaction data and SPYG's current price of $96.19, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his SPYG holdings is $3.78 Mil, reflecting a 48.50% gain to date.

AMERICAN FINANCIAL & TAX STRATEGIES INC SPYG ($96.19) Holding Chart

AMERICAN FINANCIAL & TAX STRATEGIES INC SPYG ($96.19) 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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