BIP Wealth, LLC SPYV Holdings History
BIP Wealth, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, BIP Wealth, LLC held 524,855.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $26.80 Mil. This investment constitutes 1.75% of their stock portfolio, and BIP Wealth, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q1. And since then BIP Wealth, LLC has made 2 purchases of SPYV, at an average price of $40.83, for a total of 825,743.00 shares. In addition, there have been 6 sales at an average price of $48.53 for 300,888.00 shares. Based on historical transaction data and SPYV's current price of $52.87, BIP Wealth, LLC's estimated gain on his SPYV holdings is $8.64 Mil, reflecting a 25.63% gain to date.
BIP Wealth, LLC SPYV ($52.87) Holding Chart
BIP Wealth, 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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