Prism Advisors, Inc. SPYV Holdings History
Prism Advisors, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Prism Advisors, Inc. held 56,424.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $2.95 Mil. This investment constitutes 0.84% of their stock portfolio, and Prism Advisors, Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q3. And since then Prism Advisors, Inc. has made 3 purchases of SPYV, at an average price of $43.40, for a total of 403,589.00 shares. In addition, there have been 5 sales at an average price of $51.49 for 347,165.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Prism Advisors, Inc.'s estimated gain on his SPYV holdings is $3.34 Mil, reflecting a 19.08% gain to date.
Prism Advisors, Inc. SPYV ($52.87) Holding Chart
Prism Advisors, Inc. 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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