Number of Shares
219,664.00
Current Holdings Value*
$17.65 Mil
% of Portfolio
10.56%
Total Estimate Gain
$10.60 Mil
% of Total Estimate Gain
65.44%

CCG WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, CCG WEALTH MANAGEMENT, LLC held 219,664.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $17.65 Mil. This investment constitutes 10.56% of their stock portfolio, and CCG WEALTH MANAGEMENT, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2019Q2. And since then CCG WEALTH MANAGEMENT, LLC has made 17 purchases of SPYG, at an average price of $55.17, for a total of 293,651.00 shares. In addition, there have been 7 sales at an average price of $72.59 for 73,987.00 shares. Based on historical transaction data and SPYG's current price of $97.56, CCG WEALTH MANAGEMENT, LLC's estimated gain on his SPYG holdings is $10.60 Mil, reflecting a 65.44% gain to date.

CCG WEALTH MANAGEMENT, LLC SPYG ($97.56) Holding Chart

CCG WEALTH MANAGEMENT, LLC SPYG ($97.56) 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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