Western Wealth Management, LLC SPYV Holdings History
Western Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Western Wealth Management, LLC held 536,053.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $27.38 Mil. This investment constitutes 1.82% of their stock portfolio, and Western Wealth Management, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then Western Wealth Management, LLC has made 18 purchases of SPYV, at an average price of $41.57, for a total of 802,791.00 shares. In addition, there have been 4 sales at an average price of $39.36 for 266,738.00 shares. Based on historical transaction data and SPYV's current price of $53.60, Western Wealth Management, LLC's estimated gain on his SPYV holdings is $5.86 Mil, reflecting a 17.57% gain to date.
Western Wealth Management, LLC SPYV ($53.60) Holding Chart
Western Wealth Management, LLC SPYV ($53.60) 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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