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

Apeiron RIA’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 Q2	–	Sell	-1,716	Closed	-$235K	–	199
2023 Q1	$235K	Hold	1,716	–	–	0.08%	174
2022 Q4	$233K	Sell	1,716 -307	-15%	-$40.9K	0.09%	169
2022 Q3	$250K	Buy	+2,023	New	+$273K	0.12%	148
2022 Q2	–	Sell	-2,093	Closed	-$305K	–	178
2022 Q1	$305K	Sell	2,093 -1	-0%	-$140	0.15%	112
2021 Q4	$315K	Buy	+2,094	New	+$300K	0.13%	114

Other funds holding LGLV

SPWG

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

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

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

BWFA

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

GKWIM

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

FAT

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apeiron RIA's LGLV Position: Q2 2023 in Review

Apeiron RIA sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2023, closing a stake of 1,716 shares — an estimated $235K sold.

Apeiron RIA first reported a position in LGLV in Q4 2021 and held it in 5 quarters. The position peaked at $315K in Q4 2021. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

Apeiron RIA reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
Apeiron RIA sold 1,716 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2023, an estimated $235K.
Apeiron RIA first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and held it in 5 quarters.
Apeiron RIA's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $315K in Q4 2021.
164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on Apeiron RIA's 13F filing for Q2 2023, filed 20 Jul 2023.