ATTICUS WEALTH MANAGEMENT, LLC SPYV Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 272,487.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $14.26 Mil. This investment constitutes 3.85% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q3. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 10 purchases of SPYV, at an average price of $40.94, for a total of 470,967.00 shares. In addition, there have been 4 sales at an average price of $48.69 for 198,480.00 shares. Based on historical transaction data and SPYV's current price of $52.51, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his SPYV holdings is $4.69 Mil, reflecting a 24.33% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC SPYV ($52.51) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC SPYV ($52.51) 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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