TPG Financial Advisors, LLC SPYV Holdings History
TPG Financial Advisors, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, TPG Financial Advisors, LLC held 352,246.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $17.99 Mil. This investment constitutes 7.95% of their stock portfolio, and TPG Financial Advisors, LLC now holds 0.07% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2019Q3. And since then TPG Financial Advisors, LLC has made 13 purchases of SPYV, at an average price of $36.12, for a total of 530,306.00 shares. In addition, there have been 9 sales at an average price of $38.60 for 178,060.00 shares. Based on historical transaction data and SPYV's current price of $52.87, TPG Financial Advisors, LLC's estimated gain on his SPYV holdings is $6.34 Mil, reflecting a 33.12% gain to date.
TPG Financial Advisors, LLC SPYV ($52.87) Holding Chart
TPG Financial Advisors, 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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