Number of Shares
4.44 Mil
Current Holdings Value*
$226.59 Mil
% of Portfolio
2.15%
Total Estimate Gain
$56.75 Mil
% of Total Estimate Gain
26.70%

Equitable Holdings, Inc.'s SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Equitable Holdings, Inc. held 4.44 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $226.59 Mil. This investment constitutes 2.15% of their stock portfolio, and Equitable Holdings, Inc. now holds 0.88% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2019Q4. And since then Equitable Holdings, Inc. has made 16 purchases of SPYV, at an average price of $40.15, for a total of 5.29 Mil shares. In addition, there have been 5 sales at an average price of $40.00 for 856,450.00 shares. Based on historical transaction data and SPYV's current price of $52.97, Equitable Holdings, Inc.'s estimated gain on his SPYV holdings is $56.75 Mil, reflecting a 26.70% gain to date.

Equitable Holdings, Inc. SPYV ($52.97) Holding Chart

Equitable Holdings, Inc. SPYV ($52.97) 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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