Number of Shares
281,530.00
Current Holdings Value*
$14.74 Mil
% of Portfolio
1.15%
Total Estimate Gain
$-254,395.73
% of Total Estimate Gain
-1.01%

Signal Advisors Wealth, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-06-30, Signal Advisors Wealth, LLC held 281,530.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $14.74 Mil. This investment constitutes 1.15% of their stock portfolio, and Signal Advisors Wealth, LLC now holds 0.06% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2024Q1. And since then Signal Advisors Wealth, LLC has made 4 purchases of SPYV, at an average price of $52.17, for a total of 485,023.00 shares. In addition, there have been 2 sales at an average price of $49.95 for 203,493.00 shares. Based on historical transaction data and SPYV's current price of $52.87, Signal Advisors Wealth, LLC's estimated gain on his SPYV holdings is $-254,395.73, reflecting a -1.01% gain to date.

Signal Advisors Wealth, LLC SPYV ($52.87) Holding Chart

Signal Advisors Wealth, LLC SPYV ($52.87) 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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