Strategic Financial Concepts, LLC SPYG Holdings History
Strategic Financial Concepts, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Strategic Financial Concepts, LLC held 8,878.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $713,510.00. This investment constitutes 0.13% of their stock portfolio, and Strategic Financial Concepts, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q1. And since then Strategic Financial Concepts, LLC has made 3 purchases of SPYG, at an average price of $74.08, for a total of 644,629.00 shares. In addition, there have been 5 sales at an average price of $79.67 for 635,751.00 shares. Based on historical transaction data and SPYG's current price of $97.88, Strategic Financial Concepts, LLC's estimated gain on his SPYG holdings is $3.76 Mil, reflecting a 7.88% gain to date.
Strategic Financial Concepts, LLC SPYG ($97.88) Holding Chart
Strategic Financial Concepts, LLC 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 % | |||
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