Number of Shares
4.13 Mil
Current Holdings Value*
$211.09 Mil
% of Portfolio
15.98%
Total Estimate Gain
$49.76 Mil
% of Total Estimate Gain
29.16%

Willis Johnson & Associates, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Willis Johnson & Associates, Inc. held 4.13 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $211.09 Mil. This investment constitutes 15.98% of their stock portfolio, and Willis Johnson & Associates, Inc. now holds 0.82% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2021Q3. And since then Willis Johnson & Associates, Inc. has made 15 purchases of SPYV, at an average price of $41.28, for a total of 4.13 Mil shares. Based on historical transaction data and SPYV's current price of $53.32, Willis Johnson & Associates, Inc.'s estimated gain on his SPYV holdings is $49.76 Mil, reflecting a 29.16% gain to date.

Willis Johnson & Associates, Inc. SPYV ($53.32) Holding Chart

Willis Johnson & Associates, Inc. SPYV ($53.32) 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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