Sequent Asset Management, LLC SPYG Holdings History
Sequent Asset Management, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Sequent Asset Management, LLC held 123,235.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $9.90 Mil. This investment constitutes 8.37% of their stock portfolio, and Sequent Asset Management, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2019Q4. And since then Sequent Asset Management, LLC has made 9 purchases of SPYG, at an average price of $54.84, for a total of 151,149.00 shares. In addition, there have been 11 sales at an average price of $54.93 for 27,914.00 shares. Based on historical transaction data and SPYG's current price of $95.84, Sequent Asset Management, LLC's estimated gain on his SPYG holdings is $5.05 Mil, reflecting a 60.98% gain to date.
Sequent Asset Management, LLC SPYG ($95.84) Holding Chart
Sequent Asset Management, LLC SPYG ($95.84) 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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