Key Financial Inc SLYV Holdings History
Key Financial Inc's SPDR S&P 600 Small Cap Value ETF Holding Summary
As of 2025-03-31, Key Financial Inc held 158,733.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $12.44 Mil. This investment constitutes 2.71% of their stock portfolio, and Key Financial Inc now holds 0.34% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.
The initial trade took place in 2020Q1. And since then Key Financial Inc has made 17 purchases of SLYV, at an average price of $69.95, for a total of 168,971.00 shares. In addition, there have been 3 sales at an average price of $73.79 for 10,238.00 shares. Based on historical transaction data and SLYV's current price of $83.27, Key Financial Inc's estimated gain on his SLYV holdings is $2.15 Mil, reflecting a 18.23% gain to date.
Key Financial Inc SLYV ($83.27) Holding Chart
Key Financial Inc SLYV ($83.27) 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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