Number of Shares
942,162.00
Current Holdings Value*
$73.87 Mil
% of Portfolio
12.68%
Total Estimate Gain
$17.16 Mil
% of Total Estimate Gain
24.71%

Cannon Financial Strategists, Inc.'s SPDR S&P 600 Small Cap Value ETF Holding Summary

As of 2025-03-31, Cannon Financial Strategists, Inc. held 942,162.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $73.87 Mil. This investment constitutes 12.68% of their stock portfolio, and Cannon Financial Strategists, Inc. now holds 1.99% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.

The initial trade took place in 2019Q4. And since then Cannon Financial Strategists, Inc. has made 17 purchases of SLYV, at an average price of $66.70, for a total of 1.04 Mil shares. In addition, there have been 4 sales at an average price of $72.46 for 99,088.00 shares. Based on historical transaction data and SLYV's current price of $84.31, Cannon Financial Strategists, Inc.'s estimated gain on his SLYV holdings is $17.16 Mil, reflecting a 24.71% gain to date.

Cannon Financial Strategists, Inc. SLYV ($84.31) Holding Chart

Cannon Financial Strategists, Inc. SLYV ($84.31) 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 %

Top Ranked Articles

  • 1