Number of Shares
13,907.00
Current Holdings Value*
$710,230.00
% of Portfolio
1.53%
Total Estimate Gain
$14,046.07
% of Total Estimate Gain
1.95%

Ground Swell Capital, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Ground Swell Capital, LLC held 13,907.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $710,230.00. This investment constitutes 1.53% of their stock portfolio, and Ground Swell Capital, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2025Q1. And since then Ground Swell Capital, LLC has made 1 purchases of SPYV, at an average price of $51.86, for a total of 13,907.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Ground Swell Capital, LLC's estimated gain on his SPYV holdings is $14,046.07, reflecting a 1.95% gain to date.

Ground Swell Capital, LLC SPYV ($52.87) Holding Chart

Ground Swell Capital, 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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