Accel Wealth Management’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
1,375
| – | – | 0.08% | 220 |
|
|
2025
Q1 | $239K | Hold |
1,375
| – | – | 0.09% | 210 |
|
|
2024
Q4 | $227K | Hold |
1,375
| – | – | 0.09% | 218 |
|
|
2024
Q3 | $233K | Hold |
1,375
| – | – | 0.09% | 214 |
|
|
2024
Q2 | $210K | Hold |
1,375
| – | – | 0.08% | 218 |
|
|
2024
Q1 | $214K | Buy |
+1,375
| New | +$214K | 0.09% | 205 |
|
|
2023
Q3 | – | Sell |
-1,445
| Closed | -$203K | – | 173 |
|
|
2023
Q2 | $203K | Hold |
1,445
| – | – | 0.11% | 163 |
|
|
2023
Q1 | $198K | Hold |
1,445
| – | – | 0.08% | 222 |
|
|
2022
Q4 | $196K | Hold |
1,445
| – | – | 0.09% | 160 |
|
|
2022
Q3 | $187K | Hold |
1,445
| – | – | 0.1% | 167 |
|
|
2022
Q2 | $190K | Hold |
1,445
| – | – | 0.11% | 148 |
|
|
2022
Q1 | $209K | Hold |
1,445
| – | – | 0.11% | 149 |
|
|
2021
Q4 | $218K | Hold |
1,445
| – | – | 0.11% | 155 |
|
|
2021
Q3 | $193K | Hold |
1,445
| – | – | 0.12% | 138 |
|
|
2021
Q2 | $192K | Hold |
1,445
| – | – | 0.13% | 154 |
|
|
2021
Q1 | $181K | Hold |
1,445
| – | – | 0.15% | 147 |
|
|
2020
Q4 | $173K | Buy |
+1,445
| New | +$173K | 0.16% | 136 |
|