Castleview Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Castleview Partners’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
2022 Q3	–	Sell	-12,163	Closed	-$438K	–	688
2022 Q2	$438K	Buy	12,163 +11,722	+2,658%	+$1.61M	0.35%	64
2022 Q1	$63K	Buy	+441	New	+$61.8K	0.04%	319
2021 Q2	$59K	Buy	+441	New	+$58.3K	0.03%	375

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

FAT

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

BWFA

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

GKWIM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castleview Partners's LGLV Position: Q3 2022 in Review

Castleview Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2022, closing a stake of 12,163 shares — an estimated $438K sold.

Castleview Partners first reported a position in LGLV in Q2 2021 and held it in 3 quarters. The position peaked at $438K in Q2 2022. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

Castleview Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
Castleview Partners sold 12,163 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $438K.
Castleview Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2021 and held it in 3 quarters.
Castleview Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $438K in Q2 2022.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on Castleview Partners's 13F filing for Q3 2022, filed 10 Nov 2022.