Number of Shares
275,488.00
Current Holdings Value*
$26.26 Mil
% of Portfolio
6.43%
Total Estimate Gain
$9.57 Mil
% of Total Estimate Gain
54.17%

Drake & Associates, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-06-30, Drake & Associates, LLC held 275,488.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $26.26 Mil. This investment constitutes 6.43% of their stock portfolio, and Drake & Associates, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2023Q4. And since then Drake & Associates, LLC has made 5 purchases of SPYG, at an average price of $63.53, for a total of 278,142.00 shares. In addition, there have been 2 sales at an average price of $84.45 for 2,654.00 shares. Based on historical transaction data and SPYG's current price of $98.07, Drake & Associates, LLC's estimated gain on his SPYG holdings is $9.57 Mil, reflecting a 54.17% gain to date.

Drake & Associates, LLC SPYG ($98.07) Holding Chart

Drake & Associates, LLC SPYG ($98.07) 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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