Fox Financial, Inc SPYG Holdings History

Number of Shares
6,307.00
Current Holdings Value*
$506,890.00
% of Portfolio
0.48%
Total Estimate Gain
$250,009.96
% of Total Estimate Gain
53.04%

Fox Financial, Inc's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Fox Financial, Inc held 6,307.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $506,890.00. This investment constitutes 0.48% of their stock portfolio, and Fox Financial, Inc now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2023Q4. And since then Fox Financial, Inc has made 2 purchases of SPYG, at an average price of $62.03, for a total of 7,598.00 shares. In addition, there have been 2 sales at an average price of $81.00 for 1,291.00 shares. Based on historical transaction data and SPYG's current price of $97.79, Fox Financial, Inc's estimated gain on his SPYG holdings is $250,009.96, reflecting a 53.04% gain to date.

Fox Financial, Inc SPYG ($97.79) Holding Chart

Fox Financial, Inc SPYG ($97.79) 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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