Number of Shares
30,339.00
Current Holdings Value*
$2.44 Mil
% of Portfolio
2.47%
Total Estimate Gain
$852,891.36
% of Total Estimate Gain
20.94%

Stegent Equity Advisors, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Stegent Equity Advisors, Inc. held 30,339.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $2.44 Mil. This investment constitutes 2.47% of their stock portfolio, and Stegent Equity Advisors, Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2024Q2. And since then Stegent Equity Advisors, Inc. has made 2 purchases of SPYG, at an average price of $74.71, for a total of 54,527.00 shares. In addition, there have been 2 sales at an average price of $80.91 for 24,188.00 shares. Based on historical transaction data and SPYG's current price of $97.88, Stegent Equity Advisors, Inc.'s estimated gain on his SPYG holdings is $852,891.36, reflecting a 20.94% gain to date.

Stegent Equity Advisors, Inc. SPYG ($97.88) Holding Chart

Stegent Equity Advisors, Inc. 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 %

Top Ranked Articles

  • 1