Goldstone Financial Group, LLC SPYG Holdings History
Goldstone Financial Group, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Goldstone Financial Group, LLC held 159,160.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $15.29 Mil. This investment constitutes 2.02% of their stock portfolio, and Goldstone Financial Group, LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q1. And since then Goldstone Financial Group, LLC has made 7 purchases of SPYG, at an average price of $65.79, for a total of 160,134.00 shares. In addition, there have been 1 sales at an average price of $85.64 for 974.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Goldstone Financial Group, LLC's estimated gain on his SPYG holdings is $5.03 Mil, reflecting a 47.75% gain to date.
Goldstone Financial Group, LLC SPYG ($97.27) Holding Chart
Goldstone Financial Group, LLC SPYG ($97.27) 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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