MONECO Advisors, LLC SPYV Holdings History
MONECO Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, MONECO Advisors, LLC held 541,453.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $27.65 Mil. This investment constitutes 2.84% of their stock portfolio, and MONECO Advisors, LLC now holds 0.11% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2022Q1. And since then MONECO Advisors, LLC has made 12 purchases of SPYV, at an average price of $48.41, for a total of 542,165.00 shares. In addition, there have been 1 sales at an average price of $40.36 for 712.00 shares. Based on historical transaction data and SPYV's current price of $53.21, MONECO Advisors, LLC's estimated gain on his SPYV holdings is $2.59 Mil, reflecting a 9.89% gain to date.
MONECO Advisors, LLC SPYV ($53.21) Holding Chart
MONECO Advisors, LLC SPYV ($53.21) 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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