Number of Shares
348,702.00
Current Holdings Value*
$17.81 Mil
% of Portfolio
5.43%
Total Estimate Gain
$894,219.45
% of Total Estimate Gain
2.16%

Goodman Advisory Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Goodman Advisory Group, LLC held 348,702.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $17.81 Mil. This investment constitutes 5.43% of their stock portfolio, and Goodman Advisory Group, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2021Q4. And since then Goodman Advisory Group, LLC has made 3 purchases of SPYV, at an average price of $44.49, for a total of 932,546.00 shares. In addition, there have been 9 sales at an average price of $41.02 for 583,844.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Goodman Advisory Group, LLC's estimated gain on his SPYV holdings is $894,219.45, reflecting a 2.16% gain to date.

Goodman Advisory Group, LLC SPYV ($52.87) Holding Chart

Goodman Advisory Group, 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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