Number of Shares
294,169.00
Current Holdings Value*
$15.02 Mil
% of Portfolio
3.97%
Total Estimate Gain
$5.52 Mil
% of Total Estimate Gain
16.53%

Ackerman Capital Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Ackerman Capital Advisors, LLC held 294,169.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $15.02 Mil. This investment constitutes 3.97% of their stock portfolio, and Ackerman Capital Advisors, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2020Q1. And since then Ackerman Capital Advisors, LLC has made 12 purchases of SPYV, at an average price of $37.87, for a total of 881,873.00 shares. In addition, there have been 9 sales at an average price of $39.39 for 587,704.00 shares. Based on historical transaction data and SPYV's current price of $53.60, Ackerman Capital Advisors, LLC's estimated gain on his SPYV holdings is $5.52 Mil, reflecting a 16.53% gain to date.

Ackerman Capital Advisors, LLC SPYV ($53.60) Holding Chart

Ackerman Capital Advisors, LLC SPYV ($53.60) 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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