Wellspring Financial Advisors, LLC SPYG Holdings History
Wellspring Financial Advisors, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Wellspring Financial Advisors, LLC held 83,633.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $6.72 Mil. This investment constitutes 0.75% of their stock portfolio, and Wellspring Financial Advisors, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2022Q4. And since then Wellspring Financial Advisors, LLC has made 6 purchases of SPYG, at an average price of $68.23, for a total of 271,319.00 shares. In addition, there have been 4 sales at an average price of $85.79 for 187,686.00 shares. Based on historical transaction data and SPYG's current price of $96.97, Wellspring Financial Advisors, LLC's estimated gain on his SPYG holdings is $5.70 Mil, reflecting a 30.79% gain to date.
Wellspring Financial Advisors, LLC SPYG ($96.97) Holding Chart
Wellspring Financial Advisors, LLC SPYG ($96.97) 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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