Olde Wealth Management, LLC SPYV Holdings History
Olde Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Olde Wealth Management, LLC held 140,563.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $7.18 Mil. This investment constitutes 2.53% of their stock portfolio, and Olde Wealth Management, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q1. And since then Olde Wealth Management, LLC has made 3 purchases of SPYV, at an average price of $48.04, for a total of 148,688.00 shares. In addition, there have been 2 sales at an average price of $51.43 for 8,125.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Olde Wealth Management, LLC's estimated gain on his SPYV holdings is $706,479.77, reflecting a 9.89% gain to date.
Olde Wealth Management, LLC SPYV ($52.87) Holding Chart
Olde Wealth Management, 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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