Hofer & Associates. Inc SPYV Holdings History
Hofer & Associates. Inc's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Hofer & Associates. Inc held 209,027.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $10.94 Mil. This investment constitutes 6.83% of their stock portfolio, and Hofer & Associates. Inc now holds 0.04% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q4. And since then Hofer & Associates. Inc has made 12 purchases of SPYV, at an average price of $40.83, for a total of 213,360.00 shares. In addition, there have been 2 sales at an average price of $50.41 for 4,333.00 shares. Based on historical transaction data and SPYV's current price of $52.97, Hofer & Associates. Inc's estimated gain on his SPYV holdings is $2.58 Mil, reflecting a 29.61% gain to date.
Hofer & Associates. Inc SPYV ($52.97) Holding Chart
Hofer & Associates. Inc SPYV ($52.97) 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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