ERTS Wealth Advisors, LLC SPYG Holdings History
ERTS Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 723,250.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $58.13 Mil. This investment constitutes 11.29% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.19% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q1. And since then ERTS Wealth Advisors, LLC has made 10 purchases of SPYG, at an average price of $60.20, for a total of 2.16 Mil shares. In addition, there have been 11 sales at an average price of $66.78 for 1.44 Mil shares. Based on historical transaction data and SPYG's current price of $96.97, ERTS Wealth Advisors, LLC's estimated gain on his SPYG holdings is $36.08 Mil, reflecting a 27.71% gain to date.
ERTS Wealth Advisors, LLC SPYG ($96.97) Holding Chart
ERTS Wealth Advisors, LLC SPYG ($96.97) 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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