Garrett Wealth Advisory Group, LLC SPYG Holdings History
Garrett Wealth Advisory Group, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Garrett Wealth Advisory Group, LLC held 399,379.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $32.10 Mil. This investment constitutes 7.18% of their stock portfolio, and Garrett Wealth Advisory Group, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2019Q3. And since then Garrett Wealth Advisory Group, LLC has made 19 purchases of SPYG, at an average price of $67.31, for a total of 502,654.00 shares. In addition, there have been 2 sales at an average price of $61.62 for 103,275.00 shares. Based on historical transaction data and SPYG's current price of $97.22, Garrett Wealth Advisory Group, LLC's estimated gain on his SPYG holdings is $11.36 Mil, reflecting a 33.56% gain to date.
Garrett Wealth Advisory Group, LLC SPYG ($97.22) Holding Chart
Garrett Wealth Advisory Group, LLC SPYG ($97.22) 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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