Quotient Wealth Partners, LLC SPYG Holdings History
Quotient Wealth Partners, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 3.61 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $290.31 Mil. This investment constitutes 9.27% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.94% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 4 purchases of SPYG, at an average price of $64.65, for a total of 3.72 Mil shares. In addition, there have been 1 sales at an average price of $74.69 for 112,589.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Quotient Wealth Partners, LLC's estimated gain on his SPYG holdings is $118.95 Mil, reflecting a 49.40% gain to date.
Quotient Wealth Partners, LLC SPYG ($97.27) Holding Chart
Quotient Wealth Partners, 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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