Sunburst Financial Group, LLC SPYG Holdings History
Number of Shares
337,910.00
Current Holdings Value*
$27.16 Mil
% of Portfolio
6.67%
Total Estimate Gain
$11.81 Mil
% of Total Estimate Gain
57.13%
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 $96.14, Sunburst Financial Group, LLC's estimated gain on his SPYG holdings is $11.81 Mil, reflecting a 57.13% gain to date.
Sunburst Financial Group, LLC SPYG ($96.14) Holding Chart
Sunburst Financial Group, LLC SPYG ($96.14) 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