Number of Shares
885,530.00
Current Holdings Value*
$46.35 Mil
% of Portfolio
13.07%
Total Estimate Gain
$12.61 Mil
% of Total Estimate Gain
32.11%

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

As of 2025-06-30, Whitcomb & Hess, Inc. held 885,530.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $46.35 Mil. This investment constitutes 13.07% of their stock portfolio, and Whitcomb & Hess, Inc. now holds 0.17% 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 11 purchases of SPYV, at an average price of $39.91, for a total of 984,082.00 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 $53.21, Whitcomb & Hess, Inc.'s estimated gain on his SPYV holdings is $12.61 Mil, reflecting a 32.11% gain to date.

Whitcomb & Hess, Inc. SPYV ($53.21) Holding Chart

Whitcomb & Hess, Inc. SPYV ($53.21) 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 %

Top Ranked Articles

  • 1