Homrich & Berg SPYG Holdings History

Number of Shares
2.55 Mil
Current Holdings Value*
$163.05 Mil
% of Portfolio
3.65%
Total Estimate Gain
$126.54 Mil
% of Total Estimate Gain
104.42%

Homrich & Berg's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2021-09-30, Homrich & Berg held 2.55 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $163.05 Mil. This investment constitutes 3.65% of their stock portfolio, and Homrich & Berg now holds 1.17% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2018Q3. And since then Homrich & Berg has made 13 purchases of SPYG, at an average price of $47.58, for a total of 2.55 Mil shares. Based on historical transaction data and SPYG's current price of $97.27, Homrich & Berg's estimated gain on his SPYG holdings is $126.54 Mil, reflecting a 104.42% gain to date.

Homrich & Berg SPYG ($97.27) Holding Chart

Homrich & Berg 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 %

Top Ranked Articles

  • 1