LWL
Leo Wealth LLC’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.5M | Buy |
13,750
+2,048
| +18% | +$1.27M | 0.66% | 32 |
|
|
2025
Q1 | $6.55M | Sell |
11,702
-898
| -7% | -$502K | 0.94% | 20 |
|
|
2024
Q4 | $7.38M | Buy |
12,600
+1,391
| +12% | +$815K | 0.66% | 29 |
|
|
2024
Q3 | $6.43M | Buy |
11,209
+2,581
| +30% | +$1.48M | 0.59% | 31 |
|
|
2024
Q2 | $4.7M | Buy |
8,628
+650
| +8% | +$354K | 0.48% | 37 |
|
|
2024
Q1 | $4.17M | Buy |
7,978
+204
| +3% | +$107K | 0.43% | 43 |
|
|
2023
Q4 | $3.73M | Buy |
+7,774
| New | +$3.73M | 0.39% | 46 |
|