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

Leslie Global Wealth’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 Q2	$30.3M	Buy	498,627 +4,851	+1%	+$290K	11.8%	2
2026 Q1	$27.9M	Buy	493,776 +4,475	+0.9%	+$260K	14.72%	2
2025 Q4	$27.8M	Buy	489,301 +71,341	+17%	+$4.01M	12.51%	3
2025 Q3	$23.1M	Buy	417,960 +41,721	+11%	+$2.25M	10.85%	4
2025 Q2	$19.7M	Buy	376,239 +11,666	+3%	+$583K	10.52%	3
2025 Q1	$18.6M	Buy	364,573 +12,608	+4%	+$654K	9.06%	3
2024 Q4	$18M	Sell	351,965 -5,428	-2%	-$289K	8.35%	3
2024 Q3	$18.9M	Buy	357,393 +12,209	+4%	+$621K	9.18%	3
2024 Q2	$16.8M	Buy	+345,184	New	+$16.9M	9.83%	3

Other funds holding SPYV

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Leslie Global Wealth's SPYV Position: Q2 2026 in Review

Leslie Global Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.98% in Q2 2026, buying an estimated $290K and bringing the position to 498,627 shares worth $30.3M. The position accounts for 11.8% of the portfolio, ranked #2.

Leslie Global Wealth first reported a position in SPYV in Q2 2024 and has held it in 9 quarters since. 618 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Leslie Global Wealth held 498,627 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.3M as of Q2 2026.
Leslie Global Wealth bought 4,851 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $290K.
State Street SPDR Portfolio S&P 500 Value ETF made up 11.8% of Leslie Global Wealth's portfolio in Q2 2026, its #2 holding.
Leslie Global Wealth first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
618 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.