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

Baker Tilly 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
2024 Q3	–	Sell	-2,407	Closed	-$367K	–	262
2024 Q2	$367K	Sell	2,407 -8,209	-77%	-$1.25M	0.15%	164
2024 Q1	$1.65M	Sell	10,616 -5,394	-34%	-$806K	0.3%	77
2023 Q4	$2.32M	Sell	16,010 -2,576	-14%	-$356K	0.38%	56
2023 Q3	$2.48M	Sell	18,586 -2,016	-10%	-$281K	0.41%	52
2023 Q2	$2.9M	Sell	20,602 -1,080	-5%	-$149K	0.3%	71
2023 Q1	$2.97M	Sell	21,682 -937	-4%	-$128K	0.33%	66
2022 Q4	$3.07M	Hold	22,619	–	–	0.38%	69
2022 Q3	$2.79M	Sell	22,619 -30	-0.1%	-$4.05K	0.38%	59
2022 Q2	$2.97M	Sell	22,649 -269	-1%	-$36.9K	0.39%	63
2022 Q1	$3.29M	Buy	22,918 +941	+4%	+$132K	0.36%	64
2021 Q4	$3.31M	Sell	21,977 -1,756	-7%	-$252K	0.36%	57
2021 Q3	$3.17M	Sell	23,733 -211	-0.9%	-$29.2K	0.42%	45
2021 Q2	$3.19M	Sell	23,944 -175	-0.7%	-$23.1K	0.51%	41
2021 Q1	$3.02M	Sell	24,119 -145	-0.6%	-$17.6K	0.62%	32
2020 Q4	$2.91M	Buy	+24,264	New	+$2.79M	0.9%	20

Other funds holding LGLV

SPWG

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

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Baker Tilly Wealth Management's LGLV Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2024, closing a stake of 2,407 shares — an estimated $367K sold.

Baker Tilly Wealth Management first reported a position in LGLV in Q4 2020 and held it in 15 quarters. The position peaked at $3.31M in Q4 2021. 154 funds tracked by Wall St. Rank hold LGLV as of Q3 2024.

Baker Tilly Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 2,407 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2024, an estimated $367K.
Baker Tilly Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 15 quarters.
Baker Tilly Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.31M in Q4 2021.
154 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.