Number of Shares
107,255.00
Current Holdings Value*
$10.22 Mil
% of Portfolio
2.2%
Total Estimate Gain
$3.77 Mil
% of Total Estimate Gain
53.91%

BCS Wealth Management's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-06-30, BCS Wealth Management held 107,255.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $10.22 Mil. This investment constitutes 2.2% of their stock portfolio, and BCS Wealth Management now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2022Q1. And since then BCS Wealth Management has made 12 purchases of SPYG, at an average price of $62.54, for a total of 111,798.00 shares. In addition, there have been 2 sales at an average price of $74.94 for 4,543.00 shares. Based on historical transaction data and SPYG's current price of $97.16, BCS Wealth Management's estimated gain on his SPYG holdings is $3.77 Mil, reflecting a 53.91% gain to date.

BCS Wealth Management SPYG ($97.16) Holding Chart

BCS Wealth Management SPYG ($97.16) 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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