Number of Shares
32,668.00
Current Holdings Value*
$2.56 Mil
% of Portfolio
0.52%
Total Estimate Gain
$-50,635.40
% of Total Estimate Gain
-1.83%

WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s SPDR S&P 600 Small Cap Value ETF Holding Summary

As of 2025-03-31, WOOSTER CORTHELL WEALTH MANAGEMENT, INC. held 32,668.00 shares of SPDR S&P 600 Small Cap Value ETF(SLYV), totaling $2.56 Mil. This investment constitutes 0.52% of their stock portfolio, and WOOSTER CORTHELL WEALTH MANAGEMENT, INC. now holds 0.07% of the outstanding SPDR S&P 600 Small Cap Value ETF(SLYV) stock.

The initial trade took place in 2025Q1. And since then WOOSTER CORTHELL WEALTH MANAGEMENT, INC. has made 1 purchases of SLYV, at an average price of $84.82, for a total of 32,668.00 shares. Based on historical transaction data and SLYV's current price of $83.27, WOOSTER CORTHELL WEALTH MANAGEMENT, INC.'s estimated gain on his SLYV holdings is $-50,635.40, reflecting a -1.83% gain to date.

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SLYV ($83.27) Holding Chart

WOOSTER CORTHELL WEALTH MANAGEMENT, INC. SLYV ($83.27) 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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