KWB Wealth SPYG Holdings History
KWB Wealth's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, KWB Wealth held 1.14 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $100.63 Mil. This investment constitutes 12.14% of their stock portfolio, and KWB Wealth now holds 0.3% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 6 purchases of SPYG, at an average price of $57.35, for a total of 1.77 Mil shares. In addition, there have been 10 sales at an average price of $68.29 for 621,178.00 shares. Based on historical transaction data and SPYG's current price of $96.53, KWB Wealth's estimated gain on his SPYG holdings is $51.64 Mil, reflecting a 50.99% gain to date.
KWB Wealth SPYG ($96.53) Holding Chart
KWB Wealth SPYG ($96.53) 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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