Number of Shares
69,265.00
Current Holdings Value*
$6.60 Mil
% of Portfolio
2.37%
Total Estimate Gain
$3.12 Mil
% of Total Estimate Gain
31.48%

Capital Advisory Group Advisory Services, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 69,265.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $6.60 Mil. This investment constitutes 2.37% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 18 purchases of SPYG, at an average price of $47.50, for a total of 208,505.00 shares. In addition, there have been 9 sales at an average price of $45.85 for 139,240.00 shares. Based on historical transaction data and SPYG's current price of $95.84, Capital Advisory Group Advisory Services, LLC's estimated gain on his SPYG holdings is $3.12 Mil, reflecting a 31.48% gain to date.

Capital Advisory Group Advisory Services, LLC SPYG ($95.84) Holding Chart

Capital Advisory Group Advisory Services, LLC SPYG ($95.84) 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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