Prepared Retirement Institute LLC SPYG Holdings History
Prepared Retirement Institute LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Prepared Retirement Institute LLC held 129,319.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $12.33 Mil. This investment constitutes 7.26% of their stock portfolio, and Prepared Retirement Institute 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 Prepared Retirement Institute LLC has made 4 purchases of SPYG, at an average price of $64.10, for a total of 225,019.00 shares. In addition, there have been 2 sales at an average price of $86.77 for 95,700.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Prepared Retirement Institute LLC's estimated gain on his SPYG holdings is $6.46 Mil, reflecting a 44.79% gain to date.
Prepared Retirement Institute LLC SPYG ($97.27) Holding Chart
Prepared Retirement Institute LLC 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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