Number of Shares
114,731.00
Current Holdings Value*
$9.22 Mil
% of Portfolio
4.53%
Total Estimate Gain
$3.15 Mil
% of Total Estimate Gain
38.23%

TAGStone Capital, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, TAGStone Capital, Inc. held 114,731.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $9.22 Mil. This investment constitutes 4.53% of their stock portfolio, and TAGStone Capital, Inc. now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q4. And since then TAGStone Capital, Inc. has made 9 purchases of SPYG, at an average price of $69.43, for a total of 118,581.00 shares. In addition, there have been 4 sales at an average price of $57.40 for 3,850.00 shares. Based on historical transaction data and SPYG's current price of $97.27, TAGStone Capital, Inc.'s estimated gain on his SPYG holdings is $3.15 Mil, reflecting a 38.23% gain to date.

TAGStone Capital, Inc. SPYG ($97.27) Holding Chart

TAGStone Capital, Inc. SPYG ($97.27) 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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