Capital Advisory Group Advisory Services, LLC SPYV Holdings History
Capital Advisory Group Advisory Services, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 133,154.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $6.97 Mil. This investment constitutes 2.51% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 18 purchases of SPYV, at an average price of $39.27, for a total of 284,710.00 shares. In addition, there have been 5 sales at an average price of $31.13 for 151,556.00 shares. Based on historical transaction data and SPYV's current price of $53.06, Capital Advisory Group Advisory Services, LLC's estimated gain on his SPYV holdings is $602,075.60, reflecting a 5.38% gain to date.
Capital Advisory Group Advisory Services, LLC SPYV ($53.06) Holding Chart
Capital Advisory Group Advisory Services, LLC SPYV ($53.06) 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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