KWB Wealth SPYG Holdings History
KWB Wealth's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, KWB Wealth held 1.10 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $88.69 Mil. This investment constitutes 10.78% of their stock portfolio, and KWB Wealth now holds 0.28% 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 11 sales at an average price of $69.37 for 662,452.00 shares. Based on historical transaction data and SPYG's current price of $97.27, KWB Wealth's estimated gain on his SPYG holdings is $52.01 Mil, reflecting a 51.35% gain to date.
KWB Wealth SPYG ($97.27) Holding Chart
KWB Wealth 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
