N.E.W. Advisory Services LLC SPYV Holdings History
N.E.W. Advisory Services LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, N.E.W. Advisory Services LLC held 1.90 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $97.04 Mil. This investment constitutes 7.43% of their stock portfolio, and N.E.W. Advisory Services LLC now holds 0.38% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q4. And since then N.E.W. Advisory Services LLC has made 15 purchases of SPYV, at an average price of $39.88, for a total of 3.20 Mil shares. In addition, there have been 5 sales at an average price of $43.22 for 1.30 Mil shares. Based on historical transaction data and SPYV's current price of $52.87, N.E.W. Advisory Services LLC's estimated gain on his SPYV holdings is $29.04 Mil, reflecting a 22.73% gain to date.
N.E.W. Advisory Services LLC SPYV ($52.87) Holding Chart
N.E.W. Advisory Services 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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