LFPWM
Leicht Financial Planning & Wealth Management’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 | $29.1M | Buy |
555,096
+115,142
| +26% | +$6.03M | 13.8% | 2 |
|
|
2025
Q1 | $22.5M | Buy |
439,954
+7,699
| +2% | +$393K | 11.75% | 3 |
|
|
2024
Q4 | $22.1M | Sell |
432,255
-1,150
| -0.3% | -$58.8K | 11.31% | 3 |
|
|
2024
Q3 | $22.9M | Buy |
433,405
+16,604
| +4% | +$878K | 11.53% | 3 |
|
|
2024
Q2 | $20.3M | Buy |
416,801
+66,813
| +19% | +$3.26M | 10.82% | 3 |
|
|
2024
Q1 | $17.5M | Sell |
349,988
-15,492
| -4% | -$776K | 9.61% | 3 |
|
|
2023
Q4 | $17M | Sell |
365,480
-102,763
| -22% | -$4.79M | 9.77% | 3 |
|
|
2023
Q3 | $19.3M | Sell |
468,243
-10,451
| -2% | -$431K | 11.92% | 3 |
|
|
2023
Q2 | $20.7M | Sell |
478,694
-4,258
| -0.9% | -$184K | 12.49% | 3 |
|
|
2023
Q1 | $19.7M | Buy |
482,952
+172,605
| +56% | +$7.03M | 12.11% | 1 |
|
|
2022
Q4 | $12.1M | Sell |
310,347
-12,399
| -4% | -$482K | 8.09% | 3 |
|
|
2022
Q3 | $11.1M | Buy |
322,746
+213,235
| +195% | +$7.35M | 7.96% | 3 |
|
|
2022
Q2 | $4.03M | Buy |
+109,511
| New | +$4.03M | 2.73% | 16 |
|