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

Axiom Advisory’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
Q3 		$4.16M Buy
25,674
+523
+2% +$84.7K 0.04% 67
2024
Q2 		$3.83M Buy
+25,151
New +$3.83M 0.04% 67

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Axiom Advisory's LGLV Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.1% in Q3 2024, buying an estimated $84.7K and bringing the position to 25,674 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #67.

Axiom Advisory first reported a position in LGLV in Q2 2024 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold LGLV as of Q3 2024.

  • Axiom Advisory held 25,674 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $4.16M as of Q3 2024.
  • Axiom Advisory bought 523 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2024, an estimated $84.7K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of Axiom Advisory's portfolio in Q3 2024, its #67 holding.
  • Axiom Advisory first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.