Number of Shares
35,221.00
Current Holdings Value*
$2.83 Mil
% of Portfolio
1.08%
Total Estimate Gain
$282,472.42
% of Total Estimate Gain
9.19%

Hoxton Planning & Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Hoxton Planning & Management, LLC held 35,221.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $2.83 Mil. This investment constitutes 1.08% of their stock portfolio, and Hoxton Planning & Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2025Q1. And since then Hoxton Planning & Management, LLC has made 1 purchases of SPYG, at an average price of $87.30, for a total of 35,221.00 shares. Based on historical transaction data and SPYG's current price of $95.32, Hoxton Planning & Management, LLC's estimated gain on his SPYG holdings is $282,472.42, reflecting a 9.19% gain to date.

Hoxton Planning & Management, LLC SPYG ($95.32) Holding Chart

Hoxton Planning & Management, LLC SPYG ($95.32) 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