Willis Johnson & Associates, Inc. SPYV Holdings History
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 $53.06, Willis Johnson & Associates, Inc.'s estimated gain on his SPYV holdings is $48.69 Mil, reflecting a 28.53% gain to date.
Willis Johnson & Associates, Inc. SPYV ($53.06) Holding Chart
Willis Johnson & Associates, Inc. SPYV ($53.06) 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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