CBM Financial, LLC SPYG Holdings History
Number of Shares
140,074.00
Current Holdings Value*
$12.53 Mil
% of Portfolio
10.19%
Total Estimate Gain
$1.13 Mil
% of Total Estimate Gain
9.26%
CBM Financial, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 140,074.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $12.53 Mil. This investment constitutes 10.19% of their stock portfolio, and CBM Financial, LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SPYG's current price of $95.38, CBM Financial, LLC's estimated gain on his SPYG holdings is $1.13 Mil, reflecting a 9.26% gain to date.
CBM Financial, LLC SPYG ($95.38) Holding Chart
CBM Financial, LLC SPYG ($95.38) 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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