Kingsview Wealth Management, LLC SPYG Holdings History
Kingsview Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Kingsview Wealth Management, LLC held 1.28 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $102.84 Mil. This investment constitutes 1.94% of their stock portfolio, and Kingsview Wealth Management, LLC now holds 0.33% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q2. And since then Kingsview Wealth Management, LLC has made 16 purchases of SPYG, at an average price of $72.19, for a total of 1.46 Mil shares. In addition, there have been 6 sales at an average price of $50.13 for 176,539.00 shares. Based on historical transaction data and SPYG's current price of $98.07, Kingsview Wealth Management, LLC's estimated gain on his SPYG holdings is $29.22 Mil, reflecting a 27.80% gain to date.
Kingsview Wealth Management, LLC SPYG ($98.07) Holding Chart
Kingsview Wealth Management, LLC SPYG ($98.07) 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
