Leslie Global Wealth
SPYV icon

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
Q3 		$30.5M Buy
498,723
+96
+0% +$6.01K 11.23% 3
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

Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return
Angeles Wealth Management
Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Leslie Global Wealth's SPYV Position: Q3 2026 in Review

Leslie Global Wealth increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 0.02% in Q3 2026, buying an estimated $6.01K and bringing the position to 498,723 shares worth $30.5M. The position accounts for 11.23% of the portfolio, ranked #3.

Leslie Global Wealth first reported a position in SPYV in Q2 2024 and has held it in 10 quarters since. 567 funds tracked by Wall St. Rank hold SPYV as of Q3 2026.

  • Leslie Global Wealth held 498,723 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $30.5M as of Q3 2026.
  • Leslie Global Wealth bought 96 State Street SPDR Portfolio S&P 500 Value ETF shares in Q3 2026, an estimated $6.01K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 11.23% of Leslie Global Wealth's portfolio in Q3 2026, its #3 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 10 quarters since.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.