Choice Wealth Advisors, LLC SPYV Holdings History
Choice Wealth Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Choice Wealth Advisors, LLC held 538,690.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $28.20 Mil. This investment constitutes 12.74% of their stock portfolio, and Choice Wealth Advisors, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q4. And since then Choice Wealth Advisors, LLC has made 9 purchases of SPYV, at an average price of $35.48, for a total of 1.34 Mil shares. In addition, there have been 9 sales at an average price of $40.00 for 799,807.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Choice Wealth Advisors, LLC's estimated gain on his SPYV holdings is $12.98 Mil, reflecting a 27.33% gain to date.
Choice Wealth Advisors, LLC SPYV ($52.87) Holding Chart
Choice Wealth Advisors, 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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