MOTIVE WEALTH ADVISORS SPYV Holdings History
MOTIVE WEALTH ADVISORS's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 138,516.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $7.25 Mil. This investment constitutes 3.3% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.03% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 6 purchases of SPYV, at an average price of $42.44, for a total of 242,181.00 shares. In addition, there have been 9 sales at an average price of $43.21 for 103,665.00 shares. Based on historical transaction data and SPYV's current price of $53.67, MOTIVE WEALTH ADVISORS's estimated gain on his SPYV holdings is $1.63 Mil, reflecting a 15.90% gain to date.
MOTIVE WEALTH ADVISORS SPYV ($53.67) Holding Chart
MOTIVE WEALTH ADVISORS SPYV ($53.67) 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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