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

Centennial Wealth Advisory’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	-47,291	Closed	-$6.31M	–	146
2023 Q3	$6.31M	Sell	47,291 -2,843	-6%	-$396K	3.39%	9
2023 Q2	$7.05M	Buy	+50,134	New	+$6.9M	3.68%	8

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

Centennial Wealth Advisory's LGLV Position: Q4 2023 in Review

Centennial Wealth Advisory sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2023, closing a stake of 47,291 shares — an estimated $6.31M sold.

Centennial Wealth Advisory first reported a position in LGLV in Q2 2023 and held it in 2 quarters. The position peaked at $7.05M in Q2 2023. 178 funds tracked by Wall St. Rank hold LGLV as of Q4 2023.

Centennial Wealth Advisory reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Centennial Wealth Advisory sold 47,291 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2023, an estimated $6.31M.
Centennial Wealth Advisory first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 2 quarters.
Centennial Wealth Advisory's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $7.05M in Q2 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 Centennial Wealth Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.