NICOLET ADVISORY SERVICES, LLC SPYG Holdings History
NICOLET ADVISORY SERVICES, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 1.48 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $113.75 Mil. This investment constitutes 11.28% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.39% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2019Q1. And since then NICOLET ADVISORY SERVICES, LLC has made 13 purchases of SPYG, at an average price of $40.33, for a total of 2.35 Mil shares. In addition, there have been 11 sales at an average price of $65.56 for 873,276.00 shares. Based on historical transaction data and SPYG's current price of $96.97, NICOLET ADVISORY SERVICES, LLC's estimated gain on his SPYG holdings is $105.85 Mil, reflecting a 111.56% gain to date.
NICOLET ADVISORY SERVICES, LLC SPYG ($96.97) Holding Chart
NICOLET ADVISORY SERVICES, LLC 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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