Windsor Capital Management, LLC SPYV Holdings History
Windsor Capital Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Windsor Capital Management, LLC held 344,305.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $18.02 Mil. This investment constitutes 5.25% of their stock portfolio, and Windsor Capital Management, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q3. And since then Windsor Capital Management, LLC has made 12 purchases of SPYV, at an average price of $33.07, for a total of 465,358.00 shares. In addition, there have been 8 sales at an average price of $49.00 for 121,053.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Windsor Capital Management, LLC's estimated gain on his SPYV holdings is $8.75 Mil, reflecting a 56.84% gain to date.
Windsor Capital Management, LLC SPYV ($52.87) Holding Chart
Windsor Capital Management, LLC 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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