Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.8M Buy
2025
Q1 		$10.7M Buy
2024
Q4 		$10.1M Buy
2024
Q3 		$10.4M Buy
2024
Q2 		$9.43M Buy