Relative Value Partners Group, LLC SPY Holdings History
Relative Value Partners Group, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2024-06-30, Relative Value Partners Group, LLC held 22,147.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $12.05 Mil. This investment constitutes 1.57% of their stock portfolio, and Relative Value Partners Group, LLC now holds -% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2018Q2. And since then Relative Value Partners Group, LLC has made 13 purchases of SPY, at an average price of $414.27, for a total of 64,859.00 shares. In addition, there have been 9 sales at an average price of $419.15 for 42,712.00 shares. Based on historical transaction data and SPY's current price of $628.04, Relative Value Partners Group, LLC's estimated gain on his SPY holdings is $4.94 Mil, reflecting a 18.40% gain to date.
Relative Value Partners Group, LLC SPY ($628.04) Holding Chart
Relative Value Partners Group, LLC SPY ($628.04) 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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