Cetera Advisor Networks’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Cetera Advisor Networks’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 Q1	–	Sell	-1,858	Closed	-$269K	–	2876
2023 Q4	$269K	Sell	1,858 -666	-26%	-$92K	﹤0.01%	2318
2023 Q3	$337K	Buy	2,524 +65	+3%	+$9.06K	﹤0.01%	2069
2023 Q2	$346K	Buy	+2,459	New	+$338K	﹤0.01%	1987
2020 Q3	–	Sell	-191	Closed	-$19K	–	2234
2020 Q2	$19K	Buy	+191	New	+$19K	﹤0.01%	2417

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Cetera Advisor Networks's LGLV Position: Q1 2024 in Review

Cetera Advisor Networks sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 1,858 shares — an estimated $269K sold.

Cetera Advisor Networks first reported a position in LGLV in Q2 2020 and held it in 4 quarters. The position peaked at $346K in Q2 2023. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

Cetera Advisor Networks reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
Cetera Advisor Networks sold 1,858 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $269K.
Cetera Advisor Networks first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2020 and held it in 4 quarters.
Cetera Advisor Networks's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $346K in Q2 2023.
150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.