WALLER FINANCIAL PLANNING GROUP, INC SPYV Holdings History
WALLER FINANCIAL PLANNING GROUP, INC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, WALLER FINANCIAL PLANNING GROUP, INC held 166,373.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $8.71 Mil. This investment constitutes 2.1% of their stock portfolio, and WALLER FINANCIAL PLANNING GROUP, INC now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then WALLER FINANCIAL PLANNING GROUP, INC has made 12 purchases of SPYV, at an average price of $35.82, for a total of 355,119.00 shares. In addition, there have been 12 sales at an average price of $36.47 for 188,746.00 shares. Based on historical transaction data and SPYV's current price of $52.87, WALLER FINANCIAL PLANNING GROUP, INC's estimated gain on his SPYV holdings is $2.96 Mil, reflecting a 23.28% gain to date.
WALLER FINANCIAL PLANNING GROUP, INC SPYV ($52.87) Holding Chart
WALLER FINANCIAL PLANNING GROUP, INC 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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