Number of Shares
124,173.00
Current Holdings Value*
$11.77 Mil
% of Portfolio
6.02%
Total Estimate Gain
$3.94 Mil
% of Total Estimate Gain
40.31%

Melone Private Wealth, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-06-30, Melone Private Wealth, LLC held 124,173.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $11.77 Mil. This investment constitutes 6.02% of their stock portfolio, and Melone Private Wealth, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q4. And since then Melone Private Wealth, LLC has made 12 purchases of SPYG, at an average price of $65.90, for a total of 148,198.00 shares. In addition, there have been 2 sales at an average price of $72.88 for 24,025.00 shares. Based on historical transaction data and SPYG's current price of $96.25, Melone Private Wealth, LLC's estimated gain on his SPYG holdings is $3.94 Mil, reflecting a 40.31% gain to date.

Melone Private Wealth, LLC SPYG ($96.25) Holding Chart

Melone Private Wealth, LLC SPYG ($96.25) 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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