ARBOR TRUST WEALTH ADVISORS, LLC SPYV Holdings History
ARBOR TRUST WEALTH ADVISORS, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, ARBOR TRUST WEALTH ADVISORS, LLC held 122,300.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $6.25 Mil. This investment constitutes 2.93% of their stock portfolio, and ARBOR TRUST WEALTH ADVISORS, LLC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then ARBOR TRUST WEALTH ADVISORS, LLC has made 5 purchases of SPYV, at an average price of $47.93, for a total of 122,300.00 shares. Based on historical transaction data and SPYV's current price of $52.16, ARBOR TRUST WEALTH ADVISORS, LLC's estimated gain on his SPYV holdings is $516,788.54, reflecting a 8.82% gain to date.
ARBOR TRUST WEALTH ADVISORS, LLC SPYV ($52.16) Holding Chart
ARBOR TRUST WEALTH ADVISORS, LLC SPYV ($52.16) 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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