Number of Shares
686,054.00
Current Holdings Value*
$55.87 Mil
% of Portfolio
4.74%
Total Estimate Gain
$36.80 Mil
% of Total Estimate Gain
44.81%

FOUNDERS FINANCIAL SECURITIES LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 686,054.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $55.87 Mil. This investment constitutes 4.74% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.18% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2018Q3. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 16 purchases of SPYG, at an average price of $49.28, for a total of 1.67 Mil shares. In addition, there have been 11 sales at an average price of $53.26 for 980,408.00 shares. Based on historical transaction data and SPYG's current price of $97.26, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his SPYG holdings is $36.80 Mil, reflecting a 44.81% gain to date.

FOUNDERS FINANCIAL SECURITIES LLC SPYG ($97.26) Holding Chart

FOUNDERS FINANCIAL SECURITIES LLC SPYG ($97.26) 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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