BIP Wealth, LLC SPYG Holdings History
BIP Wealth, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 117,705.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $9.46 Mil. This investment constitutes 0.62% of their stock portfolio, and BIP Wealth, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 5 purchases of SPYG, at an average price of $77.83, for a total of 121,881.00 shares. In addition, there have been 3 sales at an average price of $60.82 for 4,176.00 shares. Based on historical transaction data and SPYG's current price of $97.27, BIP Wealth, LLC's estimated gain on his SPYG holdings is $2.22 Mil, reflecting a 23.37% gain to date.
BIP Wealth, LLC SPYG ($97.27) Holding Chart
BIP Wealth, LLC SPYG ($97.27) 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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