Legacy Financial Group (Iowa)’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
243,837
+35,072
| +17% | +$1.84M | 1.78% | 22 |
|
|
2025
Q1 | $10.7M | Buy |
208,765
+10,773
| +5% | +$550K | 1.64% | 21 |
|
|
2024
Q4 | $10.1M | Buy |
197,992
+2,143
| +1% | +$110K | 1.64% | 20 |
|
|
2024
Q3 | $10.4M | Buy |
195,849
+2,383
| +1% | +$126K | 1.99% | 17 |
|
|
2024
Q2 | $9.43M | Buy |
+193,466
| New | +$9.43M | 1.85% | 15 |
|