FLAGSHIP HARBOR ADVISORS, LLC SPYV Holdings History
FLAGSHIP HARBOR ADVISORS, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, FLAGSHIP HARBOR ADVISORS, LLC held 1.47 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $75.30 Mil. This investment constitutes 3.96% of their stock portfolio, and FLAGSHIP HARBOR ADVISORS, LLC now holds 0.3% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then FLAGSHIP HARBOR ADVISORS, LLC has made 14 purchases of SPYV, at an average price of $43.16, for a total of 2.20 Mil shares. In addition, there have been 6 sales at an average price of $44.70 for 727,229.00 shares. Based on historical transaction data and SPYV's current price of $52.88, FLAGSHIP HARBOR ADVISORS, LLC's estimated gain on his SPYV holdings is $15.45 Mil, reflecting a 16.26% gain to date.
FLAGSHIP HARBOR ADVISORS, LLC SPYV ($52.88) Holding Chart
FLAGSHIP HARBOR ADVISORS, LLC SPYV ($52.88) 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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