Number of Shares
208,969.00
Current Holdings Value*
$19.92 Mil
% of Portfolio
12.43%
Total Estimate Gain
$6.35 Mil
% of Total Estimate Gain
38.09%

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

As of 2025-06-30, Hofer & Associates. Inc held 208,969.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $19.92 Mil. This investment constitutes 12.43% 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 10 purchases of SPYG, at an average price of $68.67, for a total of 242,825.00 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 $97.27, Hofer & Associates. Inc's estimated gain on his SPYG holdings is $6.35 Mil, reflecting a 38.09% gain to date.

Hofer & Associates. Inc SPYG ($97.27) Holding Chart

Hofer & Associates. Inc 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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