Laurel Wealth Planning LLC SPYV Holdings History
Laurel Wealth Planning LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 151,254.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $7.72 Mil. This investment constitutes 5.13% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q2. And since then Laurel Wealth Planning LLC has made 7 purchases of SPYV, at an average price of $42.56, for a total of 159,591.00 shares. In addition, there have been 1 sales at an average price of $50.89 for 8,337.00 shares. Based on historical transaction data and SPYV's current price of $53.04, Laurel Wealth Planning LLC's estimated gain on his SPYV holdings is $1.65 Mil, reflecting a 24.37% gain to date.
Laurel Wealth Planning LLC SPYV ($53.04) Holding Chart
Laurel Wealth Planning LLC SPYV ($53.04) 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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