Number of Shares
337,910.00
Current Holdings Value*
$27.16 Mil
% of Portfolio
6.67%
Total Estimate Gain
$11.71 Mil
% of Total Estimate Gain
56.64%

Sunburst Financial Group, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Sunburst Financial Group, LLC held 337,910.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $27.16 Mil. This investment constitutes 6.67% of their stock portfolio, and Sunburst Financial Group, LLC now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2022Q2. And since then Sunburst Financial Group, LLC has made 11 purchases of SPYG, at an average price of $61.19, for a total of 337,910.00 shares. Based on historical transaction data and SPYG's current price of $95.84, Sunburst Financial Group, LLC's estimated gain on his SPYG holdings is $11.71 Mil, reflecting a 56.64% gain to date.

Sunburst Financial Group, LLC SPYG ($95.84) Holding Chart

Sunburst Financial Group, 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 %

Top Ranked Articles

  • 1