SkyOak Wealth, LLC SPYV Holdings History
SkyOak Wealth, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 420,791.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $21.49 Mil. This investment constitutes 4.71% of their stock portfolio, and SkyOak Wealth, LLC now holds 0.08% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q4. And since then SkyOak Wealth, LLC has made 20 purchases of SPYV, at an average price of $39.29, for a total of 423,289.00 shares. In addition, there have been 1 sales at an average price of $39.42 for 2,498.00 shares. Based on historical transaction data and SPYV's current price of $52.88, SkyOak Wealth, LLC's estimated gain on his SPYV holdings is $5.72 Mil, reflecting a 34.38% gain to date.
SkyOak Wealth, LLC SPYV ($52.88) Holding Chart
SkyOak Wealth, LLC SPYV ($52.88) 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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