Magnus Financial Group LLC SPYV Holdings History
Magnus Financial Group LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Magnus Financial Group LLC held 1.77 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $92.67 Mil. This investment constitutes 8.13% of their stock portfolio, and Magnus Financial Group LLC now holds 0.35% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q1. And since then Magnus Financial Group LLC has made 21 purchases of SPYV, at an average price of $37.26, for a total of 1.77 Mil shares. Based on historical transaction data and SPYV's current price of $53.67, Magnus Financial Group LLC's estimated gain on his SPYV holdings is $29.06 Mil, reflecting a 44.05% gain to date.
Magnus Financial Group LLC SPYV ($53.67) Holding Chart
Magnus Financial Group 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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