CoreCap Advisors, LLC SPYV Holdings History
CoreCap Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, CoreCap Advisors, LLC held 947,505.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $48.39 Mil. This investment constitutes 2.13% of their stock portfolio, and CoreCap Advisors, LLC now holds 0.19% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q4. And since then CoreCap Advisors, LLC has made 8 purchases of SPYV, at an average price of $42.37, for a total of 1.54 Mil shares. In addition, there have been 4 sales at an average price of $46.51 for 588,786.00 shares. Based on historical transaction data and SPYV's current price of $52.87, CoreCap Advisors, LLC's estimated gain on his SPYV holdings is $12.39 Mil, reflecting a 19.03% gain to date.
CoreCap Advisors, LLC SPYV ($52.87) Holding Chart
CoreCap Advisors, 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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