Intergy Private Wealth, LLC SPYG Holdings History
Intergy Private Wealth, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Intergy Private Wealth, LLC held 92,226.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $7.41 Mil. This investment constitutes 2.82% of their stock portfolio, and Intergy Private Wealth, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q3. And since then Intergy Private Wealth, LLC has made 2 purchases of SPYG, at an average price of $56.37, for a total of 103,643.00 shares. In addition, there have been 7 sales at an average price of $59.55 for 11,417.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Intergy Private Wealth, LLC's estimated gain on his SPYG holdings is $3.81 Mil, reflecting a 65.20% gain to date.
Intergy Private Wealth, LLC SPYG ($97.27) Holding Chart
Intergy Private Wealth, 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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