Kelly Financial Services LLC SPYG Holdings History
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 $97.75, Kelly Financial Services LLC's estimated gain on his SPYG holdings is $208,854.96, reflecting a 3.59% gain to date.
Kelly Financial Services LLC SPYG ($97.75) Holding Chart
Kelly Financial Services LLC SPYG ($97.75) 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
