Advisor OS, LLC SPYG Holdings History
Advisor OS, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held 8,806.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $707,740.00. This investment constitutes 0.08% of their stock portfolio, and Advisor OS, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q2. And since then Advisor OS, LLC has made 6 purchases of SPYG, at an average price of $49.93, for a total of 215,916.00 shares. In addition, there have been 12 sales at an average price of $61.08 for 207,110.00 shares. Based on historical transaction data and SPYG's current price of $94.79, Advisor OS, LLC's estimated gain on his SPYG holdings is $2.70 Mil, reflecting a 25.09% gain to date.
Advisor OS, LLC SPYG ($94.79) Holding Chart
Advisor OS, LLC SPYG ($94.79) 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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