Quotient Wealth Partners, LLC SPYV Holdings History
Quotient Wealth Partners, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 4.22 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $215.49 Mil. This investment constitutes 6.88% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.84% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2023Q4. And since then Quotient Wealth Partners, LLC has made 5 purchases of SPYV, at an average price of $46.26, for a total of 4.22 Mil shares. Based on historical transaction data and SPYV's current price of $52.97, Quotient Wealth Partners, LLC's estimated gain on his SPYV holdings is $28.30 Mil, reflecting a 14.50% gain to date.
Quotient Wealth Partners, LLC SPYV ($52.97) Holding Chart
Quotient Wealth Partners, LLC SPYV ($52.97) 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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