Rodgers & Associates, LTD SPYV Holdings History
Rodgers & Associates, LTD's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Rodgers & Associates, LTD held 483,958.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $24.72 Mil. This investment constitutes 3.01% of their stock portfolio, and Rodgers & Associates, LTD now holds 0.1% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q4. And since then Rodgers & Associates, LTD has made 10 purchases of SPYV, at an average price of $34.41, for a total of 548,043.00 shares. In addition, there have been 7 sales at an average price of $44.22 for 64,085.00 shares. Based on historical transaction data and SPYV's current price of $53.30, Rodgers & Associates, LTD's estimated gain on his SPYV holdings is $9.77 Mil, reflecting a 51.81% gain to date.
Rodgers & Associates, LTD SPYV ($53.30) Holding Chart
Rodgers & Associates, LTD SPYV ($53.30) 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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