ERTS Wealth Advisors, LLC SPYV Holdings History
ERTS Wealth Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, ERTS Wealth Advisors, LLC held 1.02 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $51.85 Mil. This investment constitutes 10.07% of their stock portfolio, and ERTS Wealth Advisors, LLC now holds 0.2% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q1. And since then ERTS Wealth Advisors, LLC has made 12 purchases of SPYV, at an average price of $38.97, for a total of 3.82 Mil shares. In addition, there have been 9 sales at an average price of $41.58 for 2.80 Mil shares. Based on historical transaction data and SPYV's current price of $53.31, ERTS Wealth Advisors, LLC's estimated gain on his SPYV holdings is $21.88 Mil, reflecting a 14.70% gain to date.
ERTS Wealth Advisors, LLC SPYV ($53.31) Holding Chart
ERTS Wealth Advisors, LLC SPYV ($53.31) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
