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

Atria Investments’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
2024 Q1	–	Sell	-18,105	Closed	-$2.63M	–	992
2023 Q4	$2.63M	Sell	18,105 -13,302	-42%	-$1.84M	0.04%	497
2023 Q3	$4.19M	Sell	31,407 -82	-0.3%	-$11.4K	0.07%	330
2023 Q2	$4.43M	Buy	+31,489	New	+$4.33M	0.08%	295
2021 Q4	–	Sell	-15,160	Closed	-$2.02M	–	869
2021 Q3	$2.02M	Buy	+15,160	New	+$2.1M	0.04%	522
2019 Q4	–	Sell	-99,140	Closed	-$11.1M	–	1221
2019 Q3	$11.1M	Buy	99,140 +1,291	+1%	+$142K	0.39%	49
2019 Q2	$10.7M	Buy	+97,849	New	+$10.2M	0.4%	50

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

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

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

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

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Atria Investments's LGLV Position: Q1 2024 in Review

Atria Investments sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 18,105 shares — an estimated $2.63M sold.

Atria Investments first reported a position in LGLV in Q2 2019 and held it in 6 quarters. The position peaked at $11.1M in Q3 2019. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

Atria Investments reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
Atria Investments sold 18,105 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $2.63M.
Atria Investments first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 6 quarters.
Atria Investments's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.1M in Q3 2019.
150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Atria Investments's 13F filing for Q1 2024, filed 21 May 2024.