Number of Shares
364,573.00
Current Holdings Value*
$18.62 Mil
% of Portfolio
9.06%
Total Estimate Gain
$1.71 Mil
% of Total Estimate Gain
9.41%

Leslie Global Wealth, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Leslie Global Wealth, LLC held 364,573.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $18.62 Mil. This investment constitutes 9.06% of their stock portfolio, and Leslie Global Wealth, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2024Q2. And since then Leslie Global Wealth, LLC has made 2 purchases of SPYV, at an average price of $49.05, for a total of 370,001.00 shares. In addition, there have been 1 sales at an average price of $53.22 for 5,428.00 shares. Based on historical transaction data and SPYV's current price of $53.67, Leslie Global Wealth, LLC's estimated gain on his SPYV holdings is $1.71 Mil, reflecting a 9.41% gain to date.

Leslie Global Wealth, LLC SPYV ($53.67) Holding Chart

Leslie Global Wealth, LLC SPYV ($53.67) 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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