Baker Avenue Asset Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Baker Avenue Asset 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
2023 Q2	–	Sell	-1,700	Closed	-$233K	–	1691
2023 Q1	$233K	Buy	+1,700	New	+$232K	0.01%	326
2022 Q4	–	Sell	-1,700	Closed	-$210K	–	1562
2022 Q3	$210K	Buy	+1,700	New	+$230K	0.01%	325

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

Baker Avenue Asset Management's LGLV Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2023, closing a stake of 1,700 shares — an estimated $233K sold.

Baker Avenue Asset Management first reported a position in LGLV in Q3 2022 and held it in 2 quarters. The position peaked at $233K in Q1 2023. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

Baker Avenue Asset Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 1,700 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2023, an estimated $233K.
Baker Avenue Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2022 and held it in 2 quarters.
Baker Avenue Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $233K in Q1 2023.
164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.