Pinnacle Wealth Planning Services, Inc. SPYV Holdings History
Pinnacle Wealth Planning Services, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 461,424.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $23.56 Mil. This investment constitutes 3.54% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0.09% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then Pinnacle Wealth Planning Services, Inc. has made 13 purchases of SPYV, at an average price of $34.70, for a total of 693,146.00 shares. In addition, there have been 10 sales at an average price of $35.23 for 231,722.00 shares. Based on historical transaction data and SPYV's current price of $52.51, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his SPYV holdings is $8.34 Mil, reflecting a 34.69% gain to date.
Pinnacle Wealth Planning Services, Inc. SPYV ($52.51) Holding Chart
Pinnacle Wealth Planning Services, Inc. SPYV ($52.51) 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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