Number of Shares
1.28 Mil
Current Holdings Value*
$102.84 Mil
% of Portfolio
1.94%
Total Estimate Gain
$28.48 Mil
% of Total Estimate Gain
27.09%

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 $97.49, Kingsview Wealth Management, LLC's estimated gain on his SPYG holdings is $28.48 Mil, reflecting a 27.09% gain to date.

Kingsview Wealth Management, LLC SPYG ($97.49) Holding Chart

Kingsview Wealth Management, LLC SPYG ($97.49) 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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