Number of Shares
2.34 Mil
Current Holdings Value*
$187.95 Mil
% of Portfolio
14.23%
Total Estimate Gain
$80.74 Mil
% of Total Estimate Gain
50.74%

Willis Johnson & Associates, Inc.'s SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Willis Johnson & Associates, Inc. held 2.34 Mil shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $187.95 Mil. This investment constitutes 14.23% of their stock portfolio, and Willis Johnson & Associates, Inc. now holds 0.61% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q3. And since then Willis Johnson & Associates, Inc. has made 13 purchases of SPYG, at an average price of $63.90, for a total of 2.49 Mil shares. In addition, there have been 2 sales at an average price of $75.95 for 151,802.00 shares. Based on historical transaction data and SPYG's current price of $97.64, Willis Johnson & Associates, Inc.'s estimated gain on his SPYG holdings is $80.74 Mil, reflecting a 50.74% gain to date.

Willis Johnson & Associates, Inc. SPYG ($97.64) Holding Chart

Willis Johnson & Associates, Inc. SPYG ($97.64) 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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