Orgel Wealth Management, LLC SPYG Holdings History
Orgel Wealth Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 3.90 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $371.34 Mil. This investment constitutes 8.95% of their stock portfolio, and Orgel Wealth Management, LLC now holds 0.98% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q2. And since then Orgel Wealth Management, LLC has made 8 purchases of SPYG, at an average price of $62.36, for a total of 5.20 Mil shares. In addition, there have been 5 sales at an average price of $58.64 for 1.30 Mil shares. Based on historical transaction data and SPYG's current price of $97.56, Orgel Wealth Management, LLC's estimated gain on his SPYG holdings is $132.29 Mil, reflecting a 40.82% gain to date.
Orgel Wealth Management, LLC SPYG ($97.56) Holding Chart
Orgel Wealth Management, LLC 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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