Number of Shares
218,124.00
Current Holdings Value*
$11.14 Mil
% of Portfolio
2.79%
Total Estimate Gain
$912,185.25
% of Total Estimate Gain
8.33%

Hobart Private Capital, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Hobart Private Capital, LLC held 218,124.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $11.14 Mil. This investment constitutes 2.79% of their stock portfolio, and Hobart Private Capital, LLC now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2022Q4. And since then Hobart Private Capital, LLC has made 5 purchases of SPYV, at an average price of $48.52, for a total of 225,735.00 shares. In addition, there have been 3 sales at an average price of $43.29 for 7,611.00 shares. Based on historical transaction data and SPYV's current price of $52.88, Hobart Private Capital, LLC's estimated gain on his SPYV holdings is $912,185.25, reflecting a 8.33% gain to date.

Hobart Private Capital, LLC SPYV ($52.88) Holding Chart

Hobart Private Capital, 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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