Pinnacle Wealth Planning Services, Inc. SPYG Holdings History
Pinnacle Wealth Planning Services, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 170,783.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $13.73 Mil. This investment constitutes 2.06% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 16 purchases of SPYG, at an average price of $42.28, for a total of 406,916.00 shares. In addition, there have been 12 sales at an average price of $53.99 for 236,133.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his SPYG holdings is $12.16 Mil, reflecting a 70.66% gain to date.
Pinnacle Wealth Planning Services, Inc. SPYG ($97.27) Holding Chart
Pinnacle Wealth Planning Services, Inc. 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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