Number of Shares
53,885.00
Current Holdings Value*
$4.30 Mil
% of Portfolio
2.73%
Total Estimate Gain
$597,429.45
% of Total Estimate Gain
4.25%

Michael S. Ryan, Inc.'s SPDR S&P 600 Small Cap Value ETF Holding Summary

As of 2025-06-30, Michael S. Ryan, Inc. held 53,885.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $4.30 Mil. This investment constitutes 2.73% of their stock portfolio, and Michael S. Ryan, Inc. now holds 0.12% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.

The initial trade took place in 2023Q2. And since then Michael S. Ryan, Inc. has made 5 purchases of SLYV, at an average price of $75.37, for a total of 186,537.00 shares. In addition, there have been 3 sales at an average price of $76.68 for 132,652.00 shares. Based on historical transaction data and SLYV's current price of $83.24, Michael S. Ryan, Inc.'s estimated gain on his SLYV holdings is $597,429.45, reflecting a 4.25% gain to date.

Michael S. Ryan, Inc. SLYV ($83.24) Holding Chart

Michael S. Ryan, Inc. SLYV ($83.24) 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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