Number of Shares
18,490.00
Current Holdings Value*
$967,770.00
% of Portfolio
0.51%
Total Estimate Gain
$277,759.80
% of Total Estimate Gain
10.37%

SPRING CAPITAL MANAGEMENT, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-06-30, SPRING CAPITAL MANAGEMENT, LLC held 18,490.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $967,770.00. This investment constitutes 0.51% of their stock portfolio, and SPRING CAPITAL MANAGEMENT, LLC now holds 0% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2022Q3. And since then SPRING CAPITAL MANAGEMENT, LLC has made 4 purchases of SPYV, at an average price of $46.51, for a total of 57,620.00 shares. In addition, there have been 4 sales at an average price of $50.60 for 39,130.00 shares. Based on historical transaction data and SPYV's current price of $52.87, SPRING CAPITAL MANAGEMENT, LLC's estimated gain on his SPYV holdings is $277,759.80, reflecting a 10.37% gain to date.

SPRING CAPITAL MANAGEMENT, LLC SPYV ($52.87) Holding Chart

SPRING CAPITAL MANAGEMENT, LLC 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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