Leslie Global Wealth’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
$19.7M Buy
376,239
+11,666
+3% +$611K 10.52% 3
2025
Q1
$18.6M Buy
364,573
+12,608
+4% +$644K 9.06% 3
2024
Q4
$18M Sell
351,965
-5,428
-2% -$278K 8.35% 3
2024
Q3
$18.9M Buy
357,393
+12,209
+4% +$645K 9.18% 3
2024
Q2
$16.8M Buy
+345,184
New +$16.8M 9.83% 3