Number of Shares
61,457.00
Current Holdings Value*
$5.86 Mil
% of Portfolio
4%
Total Estimate Gain
$1.70 Mil
% of Total Estimate Gain
28.76%

Braun-Bostich & Associates Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-06-30, Braun-Bostich & Associates Inc. held 61,457.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $5.86 Mil. This investment constitutes 4% of their stock portfolio, and Braun-Bostich & Associates Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2024Q1. And since then Braun-Bostich & Associates Inc. has made 2 purchases of SPYG, at an average price of $73.13, for a total of 80,926.00 shares. In addition, there have been 4 sales at an average price of $83.66 for 19,469.00 shares. Based on historical transaction data and SPYG's current price of $97.49, Braun-Bostich & Associates Inc.'s estimated gain on his SPYG holdings is $1.70 Mil, reflecting a 28.76% gain to date.

Braun-Bostich & Associates Inc. SPYG ($97.49) Holding Chart

Braun-Bostich & Associates Inc. SPYG ($97.49) 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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