Number of Shares
233,591.00
Current Holdings Value*
$16.90 Mil
% of Portfolio
9.68%
Total Estimate Gain
$-1.00 Mil
% of Total Estimate Gain
-4.21%

BRIGGS ADVISORY GROUP, INC.'s SPDR S&P 600 Small Cap Value ETF Holding Summary

As of 2023-09-30, BRIGGS ADVISORY GROUP, INC. held 233,591.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $16.90 Mil. This investment constitutes 9.68% of their stock portfolio, and BRIGGS ADVISORY GROUP, INC. now holds 0.46% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.

The initial trade took place in 2021Q4. In addition, there have been 7 sales at an average price of $77.00 for 46,897.00 shares. Based on historical transaction data and SLYV's current price of $82.06, BRIGGS ADVISORY GROUP, INC.'s estimated gain on his SLYV holdings is $-1.00 Mil, reflecting a -4.21% gain to date.

BRIGGS ADVISORY GROUP, INC. SLYV ($82.06) Holding Chart

BRIGGS ADVISORY GROUP, INC. SLYV ($82.06) 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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