Compton Financial Group, LLC SPYV Holdings History
Compton Financial Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Compton Financial Group, LLC held 735,824.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $37.58 Mil. This investment constitutes 10.82% of their stock portfolio, and Compton Financial Group, LLC now holds 0.15% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q4. And since then Compton Financial Group, LLC has made 11 purchases of SPYV, at an average price of $35.33, for a total of 1.13 Mil shares. In addition, there have been 6 sales at an average price of $48.30 for 391,280.00 shares. Based on historical transaction data and SPYV's current price of $53.02, Compton Financial Group, LLC's estimated gain on his SPYV holdings is $18.09 Mil, reflecting a 45.43% gain to date.
Compton Financial Group, LLC SPYV ($53.02) Holding Chart
Compton Financial Group, LLC SPYV ($53.02) 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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