Portside Wealth Group, LLC SPYG Holdings History
Portside Wealth Group, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 190,185.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $15.29 Mil. This investment constitutes 2.49% of their stock portfolio, and Portside Wealth Group, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 6 purchases of SPYG, at an average price of $72.15, for a total of 191,486.00 shares. In addition, there have been 1 sales at an average price of $61.67 for 1,301.00 shares. Based on historical transaction data and SPYG's current price of $94.79, Portside Wealth Group, LLC's estimated gain on his SPYG holdings is $4.29 Mil, reflecting a 31.07% gain to date.
Portside Wealth Group, LLC SPYG ($94.79) Holding Chart
Portside Wealth Group, LLC SPYG ($94.79) 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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