Number of Shares
519,837.00
Current Holdings Value*
$27.21 Mil
% of Portfolio
2.52%
Total Estimate Gain
$6.92 Mil
% of Total Estimate Gain
30.37%

Brandywine Oak Private Wealth LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-06-30, Brandywine Oak Private Wealth LLC held 519,837.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $27.21 Mil. This investment constitutes 2.52% of their stock portfolio, and Brandywine Oak Private Wealth LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2022Q2. And since then Brandywine Oak Private Wealth LLC has made 11 purchases of SPYV, at an average price of $40.82, for a total of 557,899.00 shares. In addition, there have been 2 sales at an average price of $48.01 for 38,062.00 shares. Based on historical transaction data and SPYV's current price of $53.60, Brandywine Oak Private Wealth LLC's estimated gain on his SPYV holdings is $6.92 Mil, reflecting a 30.37% gain to date.

Brandywine Oak Private Wealth LLC SPYV ($53.60) Holding Chart

Brandywine Oak Private Wealth 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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