Number of Shares
199,503.00
Current Holdings Value*
$16.03 Mil
% of Portfolio
8.57%
Total Estimate Gain
$6.84 Mil
% of Total Estimate Gain
52.97%

Tower Wealth Partners, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Tower Wealth Partners, Inc. held 199,503.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $16.03 Mil. This investment constitutes 8.57% of their stock portfolio, and Tower Wealth Partners, Inc. now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2023Q4. And since then Tower Wealth Partners, Inc. has made 4 purchases of SPYG, at an average price of $63.88, for a total of 202,223.00 shares. In addition, there have been 2 sales at an average price of $86.10 for 2,720.00 shares. Based on historical transaction data and SPYG's current price of $97.88, Tower Wealth Partners, Inc.'s estimated gain on his SPYG holdings is $6.84 Mil, reflecting a 52.97% gain to date.

Tower Wealth Partners, Inc. SPYG ($97.88) Holding Chart

Tower Wealth Partners, Inc. SPYG ($97.88) 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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