Stonebrook Private Inc. SPYV Holdings History
Stonebrook Private Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Stonebrook Private Inc. held 58,020.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $2.96 Mil. This investment constitutes 0.77% of their stock portfolio, and Stonebrook Private Inc. now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2024Q1. And since then Stonebrook Private Inc. has made 3 purchases of SPYV, at an average price of $49.57, for a total of 166,835.00 shares. In addition, there have been 2 sales at an average price of $52.60 for 108,815.00 shares. Based on historical transaction data and SPYV's current price of $53.20, Stonebrook Private Inc.'s estimated gain on his SPYV holdings is $539,531.63, reflecting a 6.52% gain to date.
Stonebrook Private Inc. SPYV ($53.20) Holding Chart
Stonebrook Private Inc. SPYV ($53.20) 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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