Bank of Montreal
LGLV icon

Bank of Montreal’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-2,036
Closed -$283K – 4086
2024
Q1 		$283K Buy
+2,036
New +$304K ﹤0.01% 2823
2016
Q4 		– Sell
-200
Closed -$16K – 4131
2016
Q3 		$16K Buy
+200
New +$16.2K ﹤0.01% 3428

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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 $347M AUM 9.29% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal's LGLV Position: Q2 2024 in Review

Bank of Montreal sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2024, closing a stake of 2,036 shares — an estimated $283K sold.

Bank of Montreal first reported a position in LGLV in Q3 2016 and held it in 2 quarters. The position peaked at $283K in Q1 2024. 156 funds tracked by Wall St. Rank hold LGLV as of Q2 2024.

  • Bank of Montreal reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2024 after selling out during the quarter.
  • Bank of Montreal sold 2,036 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2024, an estimated $283K.
  • Bank of Montreal first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2016 and held it in 2 quarters.
  • Bank of Montreal's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $283K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2024.

Based on Bank of Montreal's 13F filing for Q2 2024, filed 14 Aug 2024.