Number of Shares
872,101.00
Current Holdings Value*
$44.54 Mil
% of Portfolio
13.48%
Total Estimate Gain
$12.27 Mil
% of Total Estimate Gain
31.79%

Whitcomb & Hess, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Whitcomb & Hess, Inc. held 872,101.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $44.54 Mil. This investment constitutes 13.48% of their stock portfolio, and Whitcomb & Hess, Inc. now holds 0.18% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2021Q2. And since then Whitcomb & Hess, Inc. has made 10 purchases of SPYV, at an average price of $39.77, for a total of 970,653.00 shares. In addition, there have been 5 sales at an average price of $48.38 for 98,552.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Whitcomb & Hess, Inc.'s estimated gain on his SPYV holdings is $12.27 Mil, reflecting a 31.79% gain to date.

Whitcomb & Hess, Inc. SPYV ($52.87) Holding Chart

Whitcomb & Hess, 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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