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

Brown 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
2023 Q4	–	Sell	-50,620	Closed	-$6.76M	–	90
2023 Q3	$6.76M	Buy	+50,620	New	+$7.06M	3.22%	10

Other funds holding LGLV

SPWG

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Wealth Management's LGLV Position: Q4 2023 in Review

Brown Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2023, closing a stake of 50,620 shares — an estimated $6.76M sold.

Brown Wealth Management first reported a position in LGLV in Q3 2023 and held it in 1 quarter. The position peaked at $6.76M in Q3 2023. 178 funds tracked by Wall St. Rank hold LGLV as of Q4 2023.

Brown Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Brown Wealth Management sold 50,620 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2023, an estimated $6.76M.
Brown Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and held it in 1 quarter.
Brown Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6.76M in Q3 2023.
178 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2023.

Based on Brown Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.