KWB Wealth SLYV Holdings History
KWB Wealth's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-06-30, KWB Wealth held 142,177.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $11.15 Mil. This investment constitutes 1.35% of their stock portfolio, and KWB Wealth now holds 0.31% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 5 purchases of SLYV, at an average price of $71.51, for a total of 657,907.00 shares. In addition, there have been 12 sales at an average price of $75.18 for 515,730.00 shares. Based on historical transaction data and SLYV's current price of $82.06, KWB Wealth's estimated gain on his SLYV holdings is $3.39 Mil, reflecting a 7.21% gain to date.
KWB Wealth SLYV ($82.06) Holding Chart
KWB Wealth SLYV ($82.06) 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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