Private Wealth Group, LLC SPYV Holdings History
Private Wealth Group, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Private Wealth Group, LLC held 162,607.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $8.30 Mil. This investment constitutes 4.88% of their stock portfolio, and Private 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 2020Q1. And since then Private Wealth Group, LLC has made 16 purchases of SPYV, at an average price of $40.60, for a total of 285,127.00 shares. In addition, there have been 4 sales at an average price of $50.18 for 122,520.00 shares. Based on historical transaction data and SPYV's current price of $53.21, Private Wealth Group, LLC's estimated gain on his SPYV holdings is $3.22 Mil, reflecting a 27.83% gain to date.
Private Wealth Group, LLC SPYV ($53.21) Holding Chart
Private Wealth Group, LLC SPYV ($53.21) 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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