AMERICAN FINANCIAL & TAX STRATEGIES INC SPYV Holdings History
AMERICAN FINANCIAL & TAX STRATEGIES INC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 148,275.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $7.57 Mil. This investment constitutes 4.07% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then AMERICAN FINANCIAL & TAX STRATEGIES INC has made 3 purchases of SPYV, at an average price of $45.09, for a total of 158,620.00 shares. In addition, there have been 1 sales at an average price of $51.86 for 10,345.00 shares. Based on historical transaction data and SPYV's current price of $53.06, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his SPYV holdings is $1.25 Mil, reflecting a 17.50% gain to date.
AMERICAN FINANCIAL & TAX STRATEGIES INC SPYV ($53.06) Holding Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC SPYV ($53.06) 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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