Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$93,107.58
% of Total Estimate Gain
1.86%

Kelly Financial Services LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary

As of 2025-03-31, Kelly Financial Services LLC held - shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling N/A. This investment constitutes 0% of their stock portfolio, and Kelly Financial Services LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.

The initial trade took place in 2021Q4. And since then Kelly Financial Services LLC has made 4 purchases of SPYG, at an average price of $78.19, for a total of 64,009.00 shares. In addition, there have been 4 sales at an average price of $79.65 for 64,009.00 shares. Based on historical transaction data and SPYG's current price of $81.44, Kelly Financial Services LLC's estimated gain on his SPYG holdings is $93,107.58, reflecting a 1.86% gain to date.

Kelly Financial Services LLC SPYG ($81.44) Holding Chart

Kelly Financial Services LLC SPYG ($81.44) 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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