Rooted Wealth Advisors, Inc. SPYG Holdings History
Rooted Wealth Advisors, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 152,287.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $14.60 Mil. This investment constitutes 5.05% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q4. And since then Rooted Wealth Advisors, Inc. has made 8 purchases of SPYG, at an average price of $61.79, for a total of 169,053.00 shares. In addition, there have been 2 sales at an average price of $54.21 for 16,766.00 shares. Based on historical transaction data and SPYG's current price of $97.27, Rooted Wealth Advisors, Inc.'s estimated gain on his SPYG holdings is $5.28 Mil, reflecting a 50.51% gain to date.
Rooted Wealth Advisors, Inc. SPYG ($97.27) Holding Chart
Rooted Wealth Advisors, Inc. 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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