BENJAMIN EDWARDS INC SPYV Holdings History
BENJAMIN EDWARDS INC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, BENJAMIN EDWARDS INC held 1.29 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $65.70 Mil. This investment constitutes 0.92% of their stock portfolio, and BENJAMIN EDWARDS INC now holds 0.26% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q2. And since then BENJAMIN EDWARDS INC has made 13 purchases of SPYV, at an average price of $49.98, for a total of 1.37 Mil shares. In addition, there have been 7 sales at an average price of $39.14 for 81,136.00 shares. Based on historical transaction data and SPYV's current price of $52.11, BENJAMIN EDWARDS INC's estimated gain on his SPYV holdings is $1.86 Mil, reflecting a 2.72% gain to date.
BENJAMIN EDWARDS INC SPYV ($52.11) Holding Chart
BENJAMIN EDWARDS INC SPYV ($52.11) 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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