LGLV Spdr Ser Tr

Ownership history in Bouchey Financial Group Ltd  ·  11 quarters on record

AI Ownership Summary

Bouchey Financial Group Ltd reported Spdr Ser Tr (LGLV) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows LGLV at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LGLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bouchey Financial Group Ltd's position in Spdr Ser Tr, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LGLV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bouchey Financial Group Ltd held LGLV — position size vs. price
% of Fund (quarterly)    LGLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,400 0% 0.02% $255K 2026-04-13 $181.58
2025 Q4 UNCHANGED 1,400 0% 0.02% $246K 2026-01-16 $181.01
2025 Q3 UNCHANGED 1,400 0% 0.02% $249K 2025-11-12 $174.03
2025 Q2 UNCHANGED 1,400 0% 0.02% $244K 2025-08-08 $172.49
2025 Q1 UNCHANGED 1,400 0% 0.02% $244K 2025-05-09 $168.22
2024 Q4 UNCHANGED 1,400 0% 0.02% $231K 2025-02-05 $167.53
2024 Q3 UNCHANGED 1,400 0% 0.02% $237K 2024-10-24 $165.46
2024 Q2 UNCHANGED 1,400 0% 0.02% $213K 2024-07-12 $150.13
2024 Q1 UNCHANGED 1,400 0% 0.02% $218K 2024-04-23 $144.73
2023 Q4 UNCHANGED 1,400 0% 0.02% $203K 2024-01-18 $138.82
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bouchey Financial Group Ltd and LGLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bouchey Financial Group Ltd reported owning LGLV?

Bouchey Financial Group Ltd reported LGLV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LGLV position in Bouchey Financial Group Ltd's portfolio?

The largest reported portfolio weight for LGLV was 0.02% in 2025 Q1.

What is the latest reported LGLV position on this page?

The most recent filing on this page is 2026 Q1, when Bouchey Financial Group Ltd reported 1,400 shares, equal to 0.02% of portfolio, with an estimated market value of $255K.

What does the chart on this LGLV ownership page compare?

The chart compares Bouchey Financial Group Ltd's quarterly LGLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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