Number of Shares
503,703.00
Current Holdings Value*
$26.36 Mil
% of Portfolio
5.16%
Total Estimate Gain
$10.93 Mil
% of Total Estimate Gain
45.23%

RIVERSEDGE ADVISORS, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-06-30, RIVERSEDGE ADVISORS, LLC held 503,703.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $26.36 Mil. This investment constitutes 5.16% of their stock portfolio, and RIVERSEDGE ADVISORS, LLC now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2020Q1. And since then RIVERSEDGE ADVISORS, LLC has made 14 purchases of SPYV, at an average price of $34.56, for a total of 699,220.00 shares. In addition, there have been 8 sales at an average price of $41.41 for 195,517.00 shares. Based on historical transaction data and SPYV's current price of $53.60, RIVERSEDGE ADVISORS, LLC's estimated gain on his SPYV holdings is $10.93 Mil, reflecting a 45.23% gain to date.

RIVERSEDGE ADVISORS, LLC SPYV ($53.60) Holding Chart

RIVERSEDGE ADVISORS, LLC SPYV ($53.60) 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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