Number of Shares
697,501.00
Current Holdings Value*
$61.31 Mil
% of Portfolio
1.37%
Total Estimate Gain
$9.56 Mil
% of Total Estimate Gain
11.32%

PRINCIPAL SECURITIES, INC.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 697,501.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $61.31 Mil. This investment constitutes 1.37% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 0.18% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 2 purchases of SPYG, at an average price of $82.37, for a total of 1.02 Mil shares. In addition, there have been 2 sales at an average price of $79.90 for 327,493.00 shares. Based on historical transaction data and SPYG's current price of $97.23, PRINCIPAL SECURITIES, INC.'s estimated gain on his SPYG holdings is $9.56 Mil, reflecting a 11.32% gain to date.

PRINCIPAL SECURITIES, INC. SPYG ($97.23) Holding Chart

PRINCIPAL SECURITIES, INC. SPYG ($97.23) 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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