Octavia Wealth Advisors, LLC SPYG Holdings History
Octavia Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 1.03 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $98.36 Mil. This investment constitutes 11.19% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.26% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q4. And since then Octavia Wealth Advisors, LLC has made 13 purchases of SPYG, at an average price of $67.31, for a total of 1.29 Mil shares. In addition, there have been 5 sales at an average price of $61.06 for 256,982.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Octavia Wealth Advisors, LLC's estimated gain on his SPYG holdings is $29.32 Mil, reflecting a 33.79% gain to date.
Octavia Wealth Advisors, LLC SPYG ($97.27) Holding Chart
Octavia Wealth Advisors, LLC SPYG ($97.27) 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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