Octavia Wealth Advisors, LLC SPYV Holdings History
Octavia Wealth Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-06-30, Octavia Wealth Advisors, LLC held 2.06 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $108.07 Mil. This investment constitutes 12.29% of their stock portfolio, and Octavia Wealth Advisors, LLC now holds 0.41% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then Octavia Wealth Advisors, LLC has made 7 purchases of SPYV, at an average price of $48.85, for a total of 2.06 Mil shares. Based on historical transaction data and SPYV's current price of $52.87, Octavia Wealth Advisors, LLC's estimated gain on his SPYV holdings is $8.30 Mil, reflecting a 8.23% gain to date.
Octavia Wealth Advisors, LLC SPYV ($52.87) Holding Chart
Octavia Wealth Advisors, 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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