RESTON WEALTH MANAGEMENT LLC SPYV Holdings History
RESTON WEALTH MANAGEMENT LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, RESTON WEALTH MANAGEMENT LLC held 227,804.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $11.63 Mil. This investment constitutes 4.7% of their stock portfolio, and RESTON WEALTH MANAGEMENT LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q1. And since then RESTON WEALTH MANAGEMENT LLC has made 13 purchases of SPYV, at an average price of $32.54, for a total of 968,632.00 shares. In addition, there have been 8 sales at an average price of $38.80 for 740,828.00 shares. Based on historical transaction data and SPYV's current price of $53.67, RESTON WEALTH MANAGEMENT LLC's estimated gain on his SPYV holdings is $9.44 Mil, reflecting a 29.96% gain to date.
RESTON WEALTH MANAGEMENT LLC SPYV ($53.67) Holding Chart
RESTON WEALTH MANAGEMENT LLC 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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