CBM Financial, LLC SPYV Holdings History
Number of Shares
255,334.00
Current Holdings Value*
$13.03 Mil
% of Portfolio
10.59%
Total Estimate Gain
$257,887.34
% of Total Estimate Gain
1.95%
CBM Financial, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, CBM Financial, LLC held 255,334.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $13.03 Mil. This investment constitutes 10.59% of their stock portfolio, and CBM Financial, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and SPYV's current price of $52.87, CBM Financial, LLC's estimated gain on his SPYV holdings is $257,887.34, reflecting a 1.95% gain to date.
CBM Financial, LLC SPYV ($52.87) Holding Chart
CBM Financial, LLC SPYV ($52.87) 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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