Number of Shares
118,054.00
Current Holdings Value*
$9.49 Mil
% of Portfolio
3.84%
Total Estimate Gain
$2.66 Mil
% of Total Estimate Gain
29.89%

POWER WEALTH MANAGEMENT LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 118,054.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $9.49 Mil. This investment constitutes 3.84% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 5 purchases of SPYG, at an average price of $75.36, for a total of 118,054.00 shares. Based on historical transaction data and SPYG's current price of $97.88, POWER WEALTH MANAGEMENT LLC's estimated gain on his SPYG holdings is $2.66 Mil, reflecting a 29.89% gain to date.

POWER WEALTH MANAGEMENT LLC SPYG ($97.88) Holding Chart

POWER WEALTH MANAGEMENT LLC SPYG ($97.88) 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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