Sage Financial Management Group, Inc. SPYG Holdings History
Sage Financial Management Group, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Sage Financial Management Group, Inc. held 135,562.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $10.90 Mil. This investment constitutes 3.96% of their stock portfolio, and Sage Financial Management Group, Inc. now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q2. And since then Sage Financial Management Group, Inc. has made 7 purchases of SPYG, at an average price of $58.93, for a total of 137,683.00 shares. In addition, there have been 1 sales at an average price of $61.67 for 2,121.00 shares. Based on historical transaction data and SPYG's current price of $94.79, Sage Financial Management Group, Inc.'s estimated gain on his SPYG holdings is $4.87 Mil, reflecting a 60.00% gain to date.
Sage Financial Management Group, Inc. SPYG ($94.79) Holding Chart
Sage Financial Management Group, Inc. 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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