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Blue Trust Inc’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Blue Trust Inc’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
-135
Closed -$18K – 2313
2023
Q1 		$18K Buy
+135
New +$18.4K ﹤0.01% 1405

Other funds holding LGLV

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Wells Fargo
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Trust Inc's LGLV Position: Q2 2023 in Review

Blue Trust Inc sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2023, closing a stake of 135 shares — an estimated $18K sold.

Blue Trust Inc first reported a position in LGLV in Q1 2023 and held it in 1 quarter. The position peaked at $18K in Q1 2023. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

  • Blue Trust Inc reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
  • Blue Trust Inc sold 135 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2023, an estimated $18K.
  • Blue Trust Inc first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and held it in 1 quarter.
  • Blue Trust Inc's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $18K 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 Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.