KWB Wealth SPYV Holdings History
KWB Wealth's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, KWB Wealth held 1.52 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $77.73 Mil. This investment constitutes 9.38% of their stock portfolio, and KWB Wealth now holds 0.31% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q4. And since then KWB Wealth has made 7 purchases of SPYV, at an average price of $35.15, for a total of 2.08 Mil shares. In addition, there have been 9 sales at an average price of $45.11 for 563,922.00 shares. Based on historical transaction data and SPYV's current price of $52.71, KWB Wealth's estimated gain on his SPYV holdings is $32.30 Mil, reflecting a 44.10% gain to date.
KWB Wealth SPYV ($52.71) Holding Chart
KWB Wealth SPYV ($52.71) 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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