WEALTH MANAGEMENT RESOURCES, INC. SPYG Holdings History
WEALTH MANAGEMENT RESOURCES, INC.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, WEALTH MANAGEMENT RESOURCES, INC. held 300,392.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $24.14 Mil. This investment constitutes 8.76% of their stock portfolio, and WEALTH MANAGEMENT RESOURCES, INC. now holds 0.08% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q4. And since then WEALTH MANAGEMENT RESOURCES, INC. has made 10 purchases of SPYG, at an average price of $70.44, for a total of 374,343.00 shares. In addition, there have been 3 sales at an average price of $61.77 for 73,951.00 shares. Based on historical transaction data and SPYG's current price of $91.68, WEALTH MANAGEMENT RESOURCES, INC.'s estimated gain on his SPYG holdings is $5.74 Mil, reflecting a 21.77% gain to date.
WEALTH MANAGEMENT RESOURCES, INC. SPYG ($91.68) Holding Chart
WEALTH MANAGEMENT RESOURCES, INC. SPYG ($91.68) 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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