Kozak & Associates, Inc. SPYG Holdings History
Kozak & Associates, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 320,284.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $30.75 Mil. This investment constitutes 6.27% of their stock portfolio, and Kozak & Associates, Inc. now holds 0.08% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q4. And since then Kozak & Associates, Inc. has made 3 purchases of SPYG, at an average price of $61.58, for a total of 387,926.00 shares. In addition, there have been 8 sales at an average price of $66.89 for 67,642.00 shares. Based on historical transaction data and SPYG's current price of $96.97, Kozak & Associates, Inc.'s estimated gain on his SPYG holdings is $11.70 Mil, reflecting a 48.96% gain to date.
Kozak & Associates, Inc. SPYG ($96.97) Holding Chart
Kozak & Associates, Inc. SPYG ($96.97) 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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