Harbor Group, Inc. SPYV Holdings History

Number of Shares
472,831.00
Current Holdings Value*
$24.75 Mil
% of Portfolio
4.38%
Total Estimate Gain
$7.49 Mil
% of Total Estimate Gain
42.54%

Harbor Group, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-06-30, Harbor Group, Inc. held 472,831.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $24.75 Mil. This investment constitutes 4.38% of their stock portfolio, and Harbor Group, Inc. now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2020Q4. And since then Harbor Group, Inc. has made 17 purchases of SPYV, at an average price of $37.04, for a total of 475,450.00 shares. In addition, there have been 1 sales at an average price of $39.77 for 2,619.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Harbor Group, Inc.'s estimated gain on his SPYV holdings is $7.49 Mil, reflecting a 42.54% gain to date.

Harbor Group, Inc. SPYV ($52.87) Holding Chart

Harbor Group, Inc. 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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