Sightline Wealth Advisors, LLC SPYG Holdings History
Sightline Wealth Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Sightline Wealth Advisors, LLC held 38,393.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $3.09 Mil. This investment constitutes 1.63% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q3. And since then Sightline Wealth Advisors, LLC has made 5 purchases of SPYG, at an average price of $64.00, for a total of 48,349.00 shares. In addition, there have been 2 sales at an average price of $85.97 for 9,956.00 shares. Based on historical transaction data and SPYG's current price of $96.00, Sightline Wealth Advisors, LLC's estimated gain on his SPYG holdings is $1.45 Mil, reflecting a 46.77% gain to date.
Sightline Wealth Advisors, LLC SPYG ($96.00) Holding Chart
Sightline Wealth Advisors, LLC SPYG ($96.00) 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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