PACIFIC FINANCIAL GROUP INC SPYV Holdings History
PACIFIC FINANCIAL GROUP INC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, PACIFIC FINANCIAL GROUP INC held 87,693.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $4.59 Mil. This investment constitutes 3.58% of their stock portfolio, and PACIFIC FINANCIAL GROUP INC now holds 0.02% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q4. And since then PACIFIC FINANCIAL GROUP INC has made 5 purchases of SPYV, at an average price of $33.88, for a total of 216,370.00 shares. In addition, there have been 16 sales at an average price of $42.07 for 128,677.00 shares. Based on historical transaction data and SPYV's current price of $53.31, PACIFIC FINANCIAL GROUP INC's estimated gain on his SPYV holdings is $2.76 Mil, reflecting a 37.63% gain to date.
PACIFIC FINANCIAL GROUP INC SPYV ($53.31) Holding Chart
PACIFIC FINANCIAL GROUP INC SPYV ($53.31) 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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