Convergence Financial, LLC SPYV Holdings History
Convergence Financial, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Convergence Financial, LLC held 517,552.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $26.43 Mil. This investment constitutes 5.19% of their stock portfolio, and Convergence Financial, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q4. And since then Convergence Financial, LLC has made 10 purchases of SPYV, at an average price of $43.62, for a total of 662,543.00 shares. In addition, there have been 3 sales at an average price of $50.04 for 144,991.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Convergence Financial, LLC's estimated gain on his SPYV holdings is $5.72 Mil, reflecting a 19.78% gain to date.
Convergence Financial, LLC SPYV ($52.87) Holding Chart
Convergence 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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