Modern Wealth Management, LLC SPYV Holdings History
Modern Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Modern Wealth Management, LLC held 1.31 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $66.74 Mil. This investment constitutes 2.13% of their stock portfolio, and Modern Wealth Management, LLC now holds 0.26% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then Modern Wealth Management, LLC has made 5 purchases of SPYV, at an average price of $50.19, for a total of 1.31 Mil shares. Based on historical transaction data and SPYV's current price of $52.87, Modern Wealth Management, LLC's estimated gain on his SPYV holdings is $3.51 Mil, reflecting a 5.34% gain to date.
Modern Wealth Management, LLC SPYV ($52.87) Holding Chart
Modern Wealth Management, LLC SPYV ($52.87) 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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