Retirement Income Solutions, Inc SPYV Holdings History
Retirement Income Solutions, Inc's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Retirement Income Solutions, Inc held 49,491.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $2.53 Mil. This investment constitutes 0.53% of their stock portfolio, and Retirement Income Solutions, Inc now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q4. And since then Retirement Income Solutions, Inc has made 14 purchases of SPYV, at an average price of $37.59, for a total of 281,782.00 shares. In addition, there have been 8 sales at an average price of $42.47 for 232,291.00 shares. Based on historical transaction data and SPYV's current price of $52.11, Retirement Income Solutions, Inc's estimated gain on his SPYV holdings is $1.85 Mil, reflecting a 17.48% gain to date.
Retirement Income Solutions, Inc SPYV ($52.11) Holding Chart
Retirement Income Solutions, Inc SPYV ($52.11) 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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