Number of Shares
129,102.00
Current Holdings Value*
$12.31 Mil
% of Portfolio
5.33%
Total Estimate Gain
$3.68 Mil
% of Total Estimate Gain
5.61%

Boyd Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-06-30, Boyd Wealth Management, LLC held 129,102.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $12.31 Mil. This investment constitutes 5.33% of their stock portfolio, and Boyd Wealth Management, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q4. And since then Boyd Wealth Management, LLC has made 7 purchases of SPYG, at an average price of $68.36, for a total of 958,600.00 shares. In addition, there have been 6 sales at an average price of $68.20 for 829,498.00 shares. Based on historical transaction data and SPYG's current price of $97.83, Boyd Wealth Management, LLC's estimated gain on his SPYG holdings is $3.68 Mil, reflecting a 5.61% gain to date.

Boyd Wealth Management, LLC SPYG ($97.83) Holding Chart

Boyd Wealth Management, LLC SPYG ($97.83) 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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