FOUNDERS FINANCIAL SECURITIES LLC SPYV Holdings History
FOUNDERS FINANCIAL SECURITIES LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, FOUNDERS FINANCIAL SECURITIES LLC held 896,902.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $43.89 Mil. This investment constitutes 3.72% of their stock portfolio, and FOUNDERS FINANCIAL SECURITIES LLC now holds 0.18% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then FOUNDERS FINANCIAL SECURITIES LLC has made 14 purchases of SPYV, at an average price of $36.94, for a total of 1.69 Mil shares. In addition, there have been 9 sales at an average price of $41.44 for 793,511.00 shares. Based on historical transaction data and SPYV's current price of $53.29, FOUNDERS FINANCIAL SECURITIES LLC's estimated gain on his SPYV holdings is $18.23 Mil, reflecting a 29.19% gain to date.
FOUNDERS FINANCIAL SECURITIES LLC SPYV ($53.29) Holding Chart
FOUNDERS FINANCIAL SECURITIES LLC SPYV ($53.29) 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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