Adirondack Trust Company’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Adirondack Trust Company’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
2023 Q4	–	Sell	-50	Closed	-$6.68K	–	509
2023 Q3	$6.68K	Hold	50	–	–	﹤0.01%	383
2023 Q2	$7.12K	Sell	50 -35	-41%	-$4.82K	﹤0.01%	366
2023 Q1	$11.6K	Hold	85	–	–	0.01%	318
2022 Q4	$11.5K	Hold	85	–	–	0.01%	312
2022 Q3	$10K	Buy	85 +35	+70%	+$4.73K	0.01%	319
2022 Q2	$7K	Buy	+50	New	+$6.86K	﹤0.01%	353

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GKWIM

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

BWFA

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

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

FAT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Adirondack Trust Company's LGLV Position: Q4 2023 in Review

Adirondack Trust Company sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2023, closing a stake of 50 shares — an estimated $6.68K sold.

Adirondack Trust Company first reported a position in LGLV in Q2 2022 and held it in 6 quarters. The position peaked at $11.6K in Q1 2023. 178 funds tracked by Wall St. Rank hold LGLV as of Q4 2023.

Adirondack Trust Company reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Adirondack Trust Company sold 50 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2023, an estimated $6.68K.
Adirondack Trust Company first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2022 and held it in 6 quarters.
Adirondack Trust Company's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.6K in Q1 2023.
178 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2023.

Based on Adirondack Trust Company's 13F filing for Q4 2023, filed 29 Mar 2024.