LWL
Leo Wealth LLC’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
+366,552
| New | +$26.6M | 2.07% | 11 |
|
|
2025
Q1 | – | Sell |
-313,799
| Closed | -$21.6M | – | 359 |
|
|
2024
Q4 | $21.6M | Buy |
313,799
+27,989
| +10% | +$1.93M | 1.94% | 11 |
|
|
2024
Q3 | $19.3M | Buy |
285,810
+4,844
| +2% | +$327K | 1.76% | 13 |
|
|
2024
Q2 | $18M | Buy |
280,966
+90,335
| +47% | +$5.79M | 1.84% | 12 |
|
|
2024
Q1 | $11.7M | Buy |
190,631
+39,503
| +26% | +$2.43M | 1.2% | 17 |
|
|
2023
Q4 | $9.09M | Buy |
+151,128
| New | +$9.09M | 0.94% | 20 |
|