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

Leo Wealth LLC’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
Q1 		$416K Buy
7,350
+1,518
+26% +$88.1K 0.03% 293
2025
Q4 		$331K Buy
5,832
+931
+19% +$52.3K 0.02% 330
2025
Q3 		$271K Sell
4,901
-881
-15% -$47.4K 0.04% 241
2025
Q2 		$303K Buy
5,782
+927
+19% +$46.3K 0.02% 310
2025
Q1 		$248K Sell
4,855
-2,730
-36% -$142K 0.04% 239
2024
Q4 		$388K Buy
7,585
+46
+0.6% +$2.45K 0.03% 255
2024
Q3 		$398K Buy
+7,539
New +$384K 0.04% 250

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Leo Wealth LLC's SPYV Position: Q1 2026 in Review

Leo Wealth LLC increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 26% in Q1 2026, buying an estimated $88.1K and bringing the position to 7,350 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #293.

Leo Wealth LLC first reported a position in SPYV in Q3 2024 and has held it in 7 quarters since. 1,179 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Leo Wealth LLC held 7,350 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $416K as of Q1 2026.
  • Leo Wealth LLC bought 1,518 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $88.1K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Leo Wealth LLC's portfolio in Q1 2026, its #293 holding.
  • Leo Wealth LLC first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,179 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.