Number of Shares
9,558.00
Current Holdings Value*
$911,070.00
% of Portfolio
0.27%
Total Estimate Gain
$204,267.12
% of Total Estimate Gain
3.51%

Kelly Financial Services LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-06-30, Kelly Financial Services LLC held 9,558.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $911,070.00. This investment constitutes 0.27% of their stock portfolio, and Kelly Financial Services LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q4. And since then Kelly Financial Services LLC has made 5 purchases of SPYG, at an average price of $79.16, for a total of 73,567.00 shares. In addition, there have been 4 sales at an average price of $79.65 for 64,009.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Kelly Financial Services LLC's estimated gain on his SPYG holdings is $204,267.12, reflecting a 3.51% gain to date.

Kelly Financial Services LLC SPYG ($97.27) Holding Chart

Kelly Financial Services 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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