Goelzer Investment Management, Inc. SLYV Holdings History
Goelzer Investment Management, Inc.'s SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-06-30, Goelzer Investment Management, Inc. held 885,572.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $70.63 Mil. This investment constitutes 3.87% of their stock portfolio, and Goelzer Investment Management, Inc. now holds 1.94% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2020Q2. And since then Goelzer Investment Management, Inc. has made 19 purchases of SLYV, at an average price of $58.38, for a total of 982,192.00 shares. In addition, there have been 3 sales at an average price of $86.60 for 96,620.00 shares. Based on historical transaction data and SLYV's current price of $82.06, Goelzer Investment Management, Inc.'s estimated gain on his SLYV holdings is $23.70 Mil, reflecting a 41.33% gain to date.
Goelzer Investment Management, Inc. SLYV ($82.06) Holding Chart
Goelzer Investment Management, Inc. SLYV ($82.06) 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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