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

Avior Wealth Management’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
2025
Q1 		– Sell
-405
Closed -$67K – 1641
2024
Q4 		$67K Buy
+405
New +$69.2K ﹤0.01% 1044

Other funds holding LGLV

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Avior Wealth Management's LGLV Position: Q1 2025 in Review

Avior Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2025, closing a stake of 405 shares — an estimated $67K sold.

Avior Wealth Management first reported a position in LGLV in Q4 2024 and held it in 1 quarter. The position peaked at $67K in Q4 2024. 173 funds tracked by Wall St. Rank hold LGLV as of Q1 2025.

  • Avior Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 405 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2025, an estimated $67K.
  • Avior Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $67K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.