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

Cedar Brook Financial 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
2024
Q2 		– Sell
-1,633
Closed -$254K – 244
2024
Q1 		$254K Buy
1,633
+7
+0.4% +$1.05K 0.05% 355
2023
Q4 		$236K Buy
1,626
+12
+0.7% +$1.66K 0.05% 345
2023
Q3 		$216K Buy
1,614
+108
+7% +$15.1K 0.06% 333
2023
Q2 		$212K Buy
1,506
+4
+0.3% +$550 0.05% 371
2023
Q1 		$205K Buy
1,502
+7
+0.5% +$953 0.05% 361
2022
Q4 		$203K Buy
+1,495
New +$199K 0.06% 351
2022
Q2 		– Sell
-1,509
Closed -$217K – 375
2022
Q1 		$217K Buy
1,509
+6
+0.4% +$841 0.06% 346
2021
Q4 		$227K Sell
1,503
-878
-37% -$126K 0.06% 336
2021
Q3 		$318K Sell
2,381
-28
-1% -$3.87K 0.1% 236
2021
Q2 		$321K Sell
2,409
-140
-5% -$18.5K 0.09% 250
2021
Q1 		$319K Buy
2,549
+14
+0.6% +$1.7K 0.11% 211
2020
Q4 		$304K Buy
2,535
+20
+0.8% +$2.3K 0.11% 212
2020
Q3 		$273K Sell
2,515
-345
-12% -$37.1K 0.11% 217
2020
Q2 		$292K Buy
2,860
+5
+0.2% +$496 0.13% 193
2020
Q1 		$259K Buy
2,855
+669
+31% +$73.1K 0.14% 187
2019
Q4 		$250K Buy
+2,186
New +$245K 0.11% 239

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 $322M AUM 7.74% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cedar Brook Financial Partners's LGLV Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2024, closing a stake of 1,633 shares — an estimated $254K sold.

Cedar Brook Financial Partners first reported a position in LGLV in Q4 2019 and held it in 16 quarters. The position peaked at $321K in Q2 2021. 156 funds tracked by Wall St. Rank hold LGLV as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,633 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2024, an estimated $254K.
  • Cedar Brook Financial Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 16 quarters.
  • Cedar Brook Financial Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $321K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.