WFA Asset Management Corp SPYG Holdings History
WFA Asset Management Corp's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, WFA Asset Management Corp held 282,198.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $20.64 Mil. This investment constitutes 10.8% of their stock portfolio, and WFA Asset Management Corp now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2021Q4. And since then WFA Asset Management Corp has made 7 purchases of SPYG, at an average price of $70.73, for a total of 372,191.00 shares. In addition, there have been 6 sales at an average price of $73.64 for 89,993.00 shares. Based on historical transaction data and SPYG's current price of $97.27, WFA Asset Management Corp's estimated gain on his SPYG holdings is $7.75 Mil, reflecting a 29.45% gain to date.
WFA Asset Management Corp SPYG ($97.27) Holding Chart
WFA Asset Management Corp 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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