Convergence Financial, LLC SPYG Holdings History
Convergence Financial, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 410,140.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $32.96 Mil. This investment constitutes 6.47% of their stock portfolio, and Convergence Financial, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 10 purchases of SPYG, at an average price of $65.82, for a total of 415,934.00 shares. In addition, there have been 3 sales at an average price of $72.59 for 5,794.00 shares. Based on historical transaction data and SPYG's current price of $97.87, Convergence Financial, LLC's estimated gain on his SPYG holdings is $13.18 Mil, reflecting a 48.16% gain to date.
Convergence Financial, LLC SPYG ($97.87) Holding Chart
Convergence Financial, LLC SPYG ($97.87) 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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