LifePlan Financial, LLC SPYG Holdings History
LifePlan Financial, LLC's SPDR Portfolio S&P 500 Growth ETF Holding Summary
As of 2025-03-31, LifePlan Financial, LLC held 94,999.00 shares of SPDR Portfolio S&P 500 Growth ETF(SPYG), totaling $7.64 Mil. This investment constitutes 6.66% of their stock portfolio, and LifePlan Financial, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Growth ETF(SPYG) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $80.47 for 14,217.00 shares. Based on historical transaction data and SPYG's current price of $81.44, LifePlan Financial, LLC's estimated gain on his SPYG holdings is $2.15 Mil, reflecting a 31.85% gain to date.
LifePlan Financial, LLC SPYG ($81.44) Holding Chart
LifePlan Financial, 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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