Number of Shares
227,948.00
Current Holdings Value*
$18.32 Mil
% of Portfolio
8.1%
Total Estimate Gain
$10.92 Mil
% of Total Estimate Gain
40.76%

TPG Financial Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, TPG Financial Advisors, LLC held 227,948.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $18.32 Mil. This investment constitutes 8.1% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2018Q4. And since then TPG Financial Advisors, LLC has made 14 purchases of SPYG, at an average price of $51.96, for a total of 515,563.00 shares. In addition, there have been 10 sales at an average price of $53.78 for 287,615.00 shares. Based on historical transaction data and SPYG's current price of $97.56, TPG Financial Advisors, LLC's estimated gain on his SPYG holdings is $10.92 Mil, reflecting a 40.76% gain to date.

TPG Financial Advisors, LLC SPYG ($97.56) Holding Chart

TPG Financial Advisors, LLC SPYG ($97.56) 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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