Number of Shares
93,449.00
Current Holdings Value*
$7.75 Mil
% of Portfolio
5.14%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
51.09%

Planning Capital Management Corp's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2024-09-30, Planning Capital Management Corp held 93,449.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $7.75 Mil. This investment constitutes 5.14% of their stock portfolio, and Planning Capital Management Corp 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 Planning Capital Management Corp has made 2 purchases of SPYG, at an average price of $63.48, for a total of 93,801.00 shares. In addition, there have been 1 sales at an average price of $74.69 for 352.00 shares. Based on historical transaction data and SPYG's current price of $96.00, Planning Capital Management Corp's estimated gain on his SPYG holdings is $3.04 Mil, reflecting a 51.09% gain to date.

Planning Capital Management Corp SPYG ($96.00) Holding Chart

Planning Capital Management Corp SPYG ($96.00) 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 %

Top Ranked Articles

  • 1