LFPWM
SPYV icon

Leicht Financial Planning & Wealth Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Leicht Financial Planning & Wealth Management’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
2026
Q2 		$50.5M Buy
830,431
+9,549
+1% +$571K 20.68% 2
2026
Q1 		$46.4M Sell
820,882
-7,663
-0.9% -$445K 21.07% 2
2025
Q4 		$47.1M Buy
828,545
+275,899
+50% +$15.5M 21.05% 2
2025
Q3 		$30.6M Sell
552,646
-2,450
-0.4% -$132K 13.79% 2
2025
Q2 		$29.1M Buy
555,096
+115,142
+26% +$5.75M 13.8% 2
2025
Q1 		$22.5M Buy
439,954
+7,699
+2% +$399K 11.75% 3
2024
Q4 		$22.1M Sell
432,255
-1,150
-0.3% -$61.2K 11.31% 3
2024
Q3 		$22.9M Buy
433,405
+16,604
+4% +$845K 11.53% 3
2024
Q2 		$20.3M Buy
416,801
+66,813
+19% +$3.27M 10.82% 3
2024
Q1 		$17.5M Sell
349,988
-15,492
-4% -$739K 9.61% 3
2023
Q4 		$17M Sell
365,480
-102,763
-22% -$4.43M 9.77% 3
2023
Q3 		$19.3M Sell
468,243
-10,451
-2% -$453K 11.92% 3
2023
Q2 		$20.7M Sell
478,694
-4,258
-0.9% -$176K 12.49% 3
2023
Q1 		$19.7M Buy
482,952
+172,605
+56% +$6.99M 12.11% 1
2022
Q4 		$12.1M Sell
310,347
-12,399
-4% -$475K 8.09% 3
2022
Q3 		$11.1M Buy
322,746
+213,235
+195% +$8.09M 7.96% 3
2022
Q2 		$4.03M Buy
+109,511
New +$4.34M 2.73% 16

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SPYV Position: Q2 2026 in Review

Leicht Financial Planning & Wealth Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.2% in Q2 2026, buying an estimated $571K and bringing the position to 830,431 shares worth $50.5M. The position accounts for 20.68% of the portfolio, ranked #2.

Leicht Financial Planning & Wealth Management first reported a position in SPYV in Q2 2022 and has held it in 17 quarters since. 1,207 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

  • Leicht Financial Planning & Wealth Management held 830,431 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $50.5M as of Q2 2026.
  • Leicht Financial Planning & Wealth Management bought 9,549 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $571K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 20.68% of Leicht Financial Planning & Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Leicht Financial Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,207 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.