Cardinal Strategic Wealth Guidance SPYV Holdings History
Cardinal Strategic Wealth Guidance's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Cardinal Strategic Wealth Guidance held 158,229.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $8.28 Mil. This investment constitutes 2.39% of their stock portfolio, and Cardinal Strategic Wealth Guidance now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q1. And since then Cardinal Strategic Wealth Guidance has made 6 purchases of SPYV, at an average price of $48.80, for a total of 158,229.00 shares. Based on historical transaction data and SPYV's current price of $53.67, Cardinal Strategic Wealth Guidance's estimated gain on his SPYV holdings is $771,348.30, reflecting a 9.99% gain to date.
Cardinal Strategic Wealth Guidance SPYV ($53.67) Holding Chart
Cardinal Strategic Wealth Guidance SPYV ($53.67) 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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