Leo Wealth LLC’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$303K Buy
5,782
+927
+19% +$48.5K 0.02% 310
2025
Q1
$248K Sell
4,855
-2,730
-36% -$139K 0.04% 239
2024
Q4
$388K Buy
7,585
+46
+0.6% +$2.35K 0.03% 255
2024
Q3
$398K Buy
+7,539
New +$398K 0.04% 250