Sterling Investment Advisors, Ltd. SPYG Holdings History
Sterling Investment Advisors, Ltd.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Sterling Investment Advisors, Ltd. held 12,275.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $1.17 Mil. This investment constitutes 0.26% of their stock portfolio, and Sterling Investment Advisors, Ltd. now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2019Q4. And since then Sterling Investment Advisors, Ltd. has made 5 purchases of SPYG, at an average price of $86.47, for a total of 13,062.00 shares. In addition, there have been 3 sales at an average price of $74.59 for 787.00 shares. Based on historical transaction data and SPYG's current price of $98.07, Sterling Investment Advisors, Ltd.'s estimated gain on his SPYG holdings is $133,022.86, reflecting a 11.78% gain to date.
Sterling Investment Advisors, Ltd. SPYG ($98.07) Holding Chart
Sterling Investment Advisors, Ltd. SPYG ($98.07) 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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