Portside Wealth Group, LLC SPYV Holdings History
Portside Wealth Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 163,019.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $8.33 Mil. This investment constitutes 1.36% of their stock portfolio, and Portside Wealth Group, LLC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 6 purchases of SPYV, at an average price of $44.84, for a total of 182,521.00 shares. In addition, there have been 1 sales at an average price of $53.22 for 19,502.00 shares. Based on historical transaction data and SPYV's current price of $52.14, Portside Wealth Group, LLC's estimated gain on his SPYV holdings is $1.35 Mil, reflecting a 16.53% gain to date.
Portside Wealth Group, LLC SPYV ($52.14) Holding Chart
Portside Wealth Group, LLC SPYV ($52.14) 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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