Demars Financial Group, LLC SPYV Holdings History
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 $53.06, Demars Financial Group, LLC's estimated gain on his SPYV holdings is $2.91 Mil, reflecting a 19.24% gain to date.
Demars Financial Group, LLC SPYV ($53.06) Holding Chart
Demars Financial Group, LLC SPYV ($53.06) 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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