Number of Shares
54,289.00
Current Holdings Value*
$2.84 Mil
% of Portfolio
1.69%
Total Estimate Gain
$99,989.10
% of Total Estimate Gain
3.55%

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

As of 2025-06-30, SECURED RETIREMENT ADVISORS, LLC held 54,289.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $2.84 Mil. This investment constitutes 1.69% of their stock portfolio, and SECURED RETIREMENT ADVISORS, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2025Q1. And since then SECURED RETIREMENT ADVISORS, LLC has made 2 purchases of SPYV, at an average price of $51.83, for a total of 54,289.00 shares. Based on historical transaction data and SPYV's current price of $53.67, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his SPYV holdings is $99,989.10, reflecting a 3.55% gain to date.

SECURED RETIREMENT ADVISORS, LLC SPYV ($53.67) Holding Chart

SECURED RETIREMENT ADVISORS, 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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