NICOLET ADVISORY SERVICES, LLC SPYV Holdings History
NICOLET ADVISORY SERVICES, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, NICOLET ADVISORY SERVICES, LLC held 2.98 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $140.23 Mil. This investment constitutes 13.91% of their stock portfolio, and NICOLET ADVISORY SERVICES, LLC now holds 0.59% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then NICOLET ADVISORY SERVICES, LLC has made 15 purchases of SPYV, at an average price of $33.13, for a total of 3.74 Mil shares. In addition, there have been 8 sales at an average price of $42.89 for 762,438.00 shares. Based on historical transaction data and SPYV's current price of $52.87, NICOLET ADVISORY SERVICES, LLC's estimated gain on his SPYV holdings is $66.25 Mil, reflecting a 53.46% gain to date.
NICOLET ADVISORY SERVICES, LLC SPYV ($52.87) Holding Chart
NICOLET ADVISORY SERVICES, LLC SPYV ($52.87) 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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