Number of Shares
528,939.00
Current Holdings Value*
$27.01 Mil
% of Portfolio
8.67%
Total Estimate Gain
$18.30 Mil
% of Total Estimate Gain
42.93%

Measured Wealth Private Client Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Measured Wealth Private Client Group, LLC held 528,939.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $27.01 Mil. This investment constitutes 8.67% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2019Q3. And since then Measured Wealth Private Client Group, LLC has made 10 purchases of SPYV, at an average price of $32.75, for a total of 1.30 Mil shares. In addition, there have been 13 sales at an average price of $42.56 for 772,781.00 shares. Based on historical transaction data and SPYV's current price of $53.02, Measured Wealth Private Client Group, LLC's estimated gain on his SPYV holdings is $18.30 Mil, reflecting a 42.93% gain to date.

Measured Wealth Private Client Group, LLC SPYV ($53.02) Holding Chart

Measured Wealth Private Client Group, LLC SPYV ($53.02) 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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