Compass Financial Group, Inc. SPYG Holdings History
Compass Financial Group, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Compass Financial Group, Inc. held 85,524.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $6.87 Mil. This investment constitutes 3.53% of their stock portfolio, and Compass Financial Group, Inc. now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q3. And since then Compass Financial Group, Inc. has made 4 purchases of SPYG, at an average price of $61.62, for a total of 89,780.00 shares. In addition, there have been 3 sales at an average price of $83.73 for 4,256.00 shares. Based on historical transaction data and SPYG's current price of $95.54, Compass Financial Group, Inc.'s estimated gain on his SPYG holdings is $2.99 Mil, reflecting a 54.13% gain to date.
Compass Financial Group, Inc. SPYG ($95.54) Holding Chart
Compass Financial Group, Inc. SPYG ($95.54) 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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