Focused Wealth Management, Inc SPYG Holdings History
Focused Wealth Management, Inc's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Focused Wealth Management, Inc held 1.47 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $118.34 Mil. This investment constitutes 16% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.38% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q2. And since then Focused Wealth Management, Inc has made 20 purchases of SPYG, at an average price of $43.46, for a total of 1.77 Mil shares. In addition, there have been 8 sales at an average price of $55.58 for 298,680.00 shares. Based on historical transaction data and SPYG's current price of $95.32, Focused Wealth Management, Inc's estimated gain on his SPYG holdings is $79.98 Mil, reflecting a 103.92% gain to date.
Focused Wealth Management, Inc SPYG ($95.32) Holding Chart
Focused Wealth Management, Inc SPYG ($95.32) 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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