Number of Shares
78.81 Mil
Current Holdings Value*
$4.02 Bil
% of Portfolio
8.63%
Total Estimate Gain
$1.39 Bil
% of Total Estimate Gain
49.04%

Financial Engines Advisors L.L.C.'s SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, Financial Engines Advisors L.L.C. held 78.81 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $4.02 Bil. This investment constitutes 8.63% of their stock portfolio, and Financial Engines Advisors L.L.C. now holds 15.65% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2019Q3. And since then Financial Engines Advisors L.L.C. has made 20 purchases of SPYV, at an average price of $35.73, for a total of 79.37 Mil shares. In addition, there have been 2 sales at an average price of $47.12 for 562,561.00 shares. Based on historical transaction data and SPYV's current price of $53.30, Financial Engines Advisors L.L.C.'s estimated gain on his SPYV holdings is $1.39 Bil, reflecting a 49.04% gain to date.

Financial Engines Advisors L.L.C. SPYV ($53.30) Holding Chart

Financial Engines Advisors L.L.C. SPYV ($53.30) 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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