MOTIVE WEALTH ADVISORS SPYG Holdings History
MOTIVE WEALTH ADVISORS's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 82,939.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $7.91 Mil. This investment constitutes 3.6% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 6 purchases of SPYG, at an average price of $65.63, for a total of 149,842.00 shares. In addition, there have been 9 sales at an average price of $66.26 for 66,903.00 shares. Based on historical transaction data and SPYG's current price of $97.56, MOTIVE WEALTH ADVISORS's estimated gain on his SPYG holdings is $2.69 Mil, reflecting a 27.35% gain to date.
MOTIVE WEALTH ADVISORS SPYG ($97.56) Holding Chart
MOTIVE WEALTH ADVISORS SPYG ($97.56) 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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