Number of Shares
636,095.00
Current Holdings Value*
$51.12 Mil
% of Portfolio
20.67%
Total Estimate Gain
$38.28 Mil
% of Total Estimate Gain
90.59%

RESTON WEALTH MANAGEMENT LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 636,095.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $51.12 Mil. This investment constitutes 20.67% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.17% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2019Q3. And since then RESTON WEALTH MANAGEMENT LLC has made 14 purchases of SPYG, at an average price of $45.45, for a total of 929,751.00 shares. In addition, there have been 9 sales at an average price of $62.24 for 293,656.00 shares. Based on historical transaction data and SPYG's current price of $97.88, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SPYG holdings is $38.28 Mil, reflecting a 90.59% gain to date.

RESTON WEALTH MANAGEMENT LLC SPYG ($97.88) Holding Chart

RESTON WEALTH MANAGEMENT LLC SPYG ($97.88) 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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