Number of Shares
340,321.00
Current Holdings Value*
$17.38 Mil
% of Portfolio
7.37%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
19.15%

Demars Financial Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Demars Financial Group, LLC held 340,321.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $17.38 Mil. This investment constitutes 7.37% of their stock portfolio, and Demars Financial Group, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2023Q4. And since then Demars Financial Group, LLC has made 6 purchases of SPYV, at an average price of $44.50, for a total of 340,321.00 shares. Based on historical transaction data and SPYV's current price of $53.02, Demars Financial Group, LLC's estimated gain on his SPYV holdings is $2.90 Mil, reflecting a 19.15% gain to date.

Demars Financial Group, LLC SPYV ($53.02) Holding Chart

Demars 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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