Symphony Financial, Ltd. Co. SPYG Holdings History
Symphony Financial, Ltd. Co.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Symphony Financial, Ltd. Co. held 115,099.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $9.10 Mil. This investment constitutes 5.39% of their stock portfolio, and Symphony Financial, Ltd. Co. now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2020Q2. And since then Symphony Financial, Ltd. Co. has made 12 purchases of SPYG, at an average price of $56.62, for a total of 615,088.00 shares. In addition, there have been 8 sales at an average price of $71.01 for 499,989.00 shares. Based on historical transaction data and SPYG's current price of $96.07, Symphony Financial, Ltd. Co.'s estimated gain on his SPYG holdings is $11.74 Mil, reflecting a 33.71% gain to date.
Symphony Financial, Ltd. Co. SPYG ($96.07) Holding Chart
Symphony Financial, Ltd. Co. SPYG ($96.07) 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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