ACG Wealth’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

ACG Wealth’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-160	Closed	-$21K	–	671
2022 Q2	$21K	Buy	+160	New	+$21.9K	﹤0.01%	566
2020 Q3	–	Sell	-10,995	Closed	-$1.12M	–	301
2020 Q2	$1.12M	Buy	10,995 +3,825	+53%	+$380K	0.18%	106
2020 Q1	$650K	Buy	+7,170	New	+$783K	0.12%	159

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACG Wealth's LGLV Position: Q3 2022 in Review

ACG Wealth sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2022, closing a stake of 160 shares — an estimated $21K sold.

ACG Wealth first reported a position in LGLV in Q1 2020 and held it in 3 quarters. The position peaked at $1.12M in Q2 2020. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

ACG Wealth reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 160 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $21K.
ACG Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 3 quarters.
ACG Wealth's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.12M in Q2 2020.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.