Number of Shares
208,532.00
Current Holdings Value*
$16.76 Mil
% of Portfolio
11.37%
Total Estimate Gain
$6.10 Mil
% of Total Estimate Gain
36.64%

Hofer & Associates. Inc's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Hofer & Associates. Inc held 208,532.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $16.76 Mil. This investment constitutes 11.37% of their stock portfolio, and Hofer & Associates. Inc now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 9 purchases of SPYG, at an average price of $68.64, for a total of 242,388.00 shares. In addition, there have been 4 sales at an average price of $79.71 for 33,856.00 shares. Based on historical transaction data and SPYG's current price of $96.07, Hofer & Associates. Inc's estimated gain on his SPYG holdings is $6.10 Mil, reflecting a 36.64% gain to date.

Hofer & Associates. Inc SPYG ($96.07) Holding Chart

Hofer & Associates. 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 %

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