SECURED RETIREMENT ADVISORS, LLC SPYV Holdings History
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 $53.60, SECURED RETIREMENT ADVISORS, LLC's estimated gain on his SPYV holdings is $96,188.87, reflecting a 3.42% gain to date.
SECURED RETIREMENT ADVISORS, LLC SPYV ($53.60) Holding Chart
SECURED RETIREMENT 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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