AE Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $684K | Buy |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $428K | Sell |
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|
2024
Q4 | $414K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $7.84M | Sell |
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|
2023
Q3 | $21.9M | Sell |
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|
2023
Q2 | $25.2M | Buy |
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|
2023
Q1 | $9.07M | Sell |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $8.82M | Buy |
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|
2022
Q2 | $7.5M | Sell |
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|
2022
Q1 | $8.5M | Sell |
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|
2021
Q4 | $8.94M | Buy |
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|
2021
Q3 | $2.05M | Buy |
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|
2021
Q2 | $801K | Buy |
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $2.13M | Buy |
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|
2020
Q3 | $883K | Sell |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $30.8M | Buy |
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|
2019
Q4 | $1.4M | Sell |
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|
2019
Q3 | $7.73M | Buy |
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|
2019
Q2 | $5.95M | Buy |
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