Financial Planning & Information Services, Inc. SPYG Holdings History
Financial Planning & Information Services, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 649,822.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $53.90 Mil. This investment constitutes 7.43% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 0.18% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q2. And since then Financial Planning & Information Services, Inc. has made 17 purchases of SPYG, at an average price of $47.19, for a total of 974,234.00 shares. In addition, there have been 8 sales at an average price of $59.22 for 324,412.00 shares. Based on historical transaction data and SPYG's current price of $96.07, Financial Planning & Information Services, Inc.'s estimated gain on his SPYG holdings is $35.66 Mil, reflecting a 77.56% gain to date.
Financial Planning & Information Services, Inc. SPYG ($96.07) Holding Chart
Financial Planning & Information Services, Inc. SPYG ($96.07) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
