Ownership history in Leo Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC reported a position in SPDR SER TR (SPLG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 412,887 | +46,335 | +12.6% | 2.40% | $33.2M | $80.02 |
| 2025 Q2 | ADDED | 366,552 | +52,753 | +16.8% | 2.07% | $26.6M | $72.08 |
| 2024 Q4 | ADDED | 313,799 | +27,989 | +9.8% | 1.94% | $21.6M | $67.93 |
| 2024 Q3 | ADDED | 285,810 | +4,844 | +1.7% | 1.76% | $19.3M | $66.30 |
| 2024 Q2 | ADDED | 280,966 | +90,335 | +47.4% | 1.84% | $18.0M | $62.65 |
| 2024 Q1 | ADDED | 190,631 | +39,503 | +26.1% | 1.20% | $11.7M | $60.02 |
| 2023 Q4 | INITIATED | 151,128 | — | — | 0.94% | $9.1M | — |
As of 2025 Q4 — sorted by position size