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

Cetera Advisors’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 		$1.75M Buy
11,207
+703
+7% +$105K 0.01% 875
2023
Q4 		$1.52M Sell
10,504
-611
-5% -$84.4K 0.02% 606
2023
Q3 		$1.48M Sell
11,115
-122
-1% -$17K 0.02% 570
2023
Q2 		$1.58M Sell
11,237
-150
-1% -$20.6K 0.02% 549
2023
Q1 		$1.56M Hold
11,387
– – 0.03% 532
2022
Q4 		$1.54M Sell
11,387
-82
-0.7% -$10.9K 0.03% 523
2022
Q3 		$1.42M Hold
11,469
– – 0.04% 445
2022
Q2 		$1.5M Hold
11,469
– – 0.03% 459
2022
Q1 		$1.65M Hold
11,469
– – 0.03% 455
2021
Q4 		$1.73M Sell
11,469
-700
-6% -$100K 0.04% 439
2021
Q3 		$1.62M Sell
12,169
-300
-2% -$41.5K 0.03% 458
2021
Q2 		$1.66M Sell
12,469
-400
-3% -$52.9K 0.04% 406
2021
Q1 		$1.61M Buy
12,869
+569
+5% +$68.9K 0.04% 370
2020
Q4 		$1.48M Sell
12,300
-69
-0.6% -$7.92K 0.05% 332
2020
Q3 		$1.34M Buy
12,369
+10
+0.1% +$1.08K 0.05% 315
2020
Q2 		$1.26M Hold
12,359
– – 0.05% 311
2020
Q1 		$1.12M Sell
12,359
-4,300
-26% -$470K 0.06% 302
2019
Q4 		$1.9M Buy
16,659
+2,293
+16% +$257K 0.08% 243
2019
Q3 		$1.6M Buy
14,366
+124
+0.9% +$13.7K 0.07% 257
2019
Q2 		$1.53M Buy
14,242
+112
+0.8% +$11.7K 0.07% 273
2019
Q1 		$1.41M Buy
14,130
+430
+3% +$41.2K 0.07% 270
2018
Q4 		$1.23M Buy
13,700
+600
+5% +$56.1K 0.07% 274
2018
Q3 		$1.27M Sell
13,100
-500
-4% -$47.6K 0.06% 288
2018
Q2 		$1.22M Hold
13,600
– – 0.07% 278
2018
Q1 		$1.22M Sell
13,600
-1,600
-11% -$146K 0.07% 268
2017
Q4 		$1.37M Buy
15,200
+200
+1% +$18.2K 0.08% 236
2017
Q3 		$1.33M Buy
15,000
+100
+0.7% +$8.75K 0.08% 263
2017
Q2 		$1.29M Buy
14,900
+1,400
+10% +$120K 0.08% 266
2017
Q1 		$1.14M Sell
13,500
-400
-3% -$33.3K 0.08% 279
2016
Q4 		$1.11M Hold
13,900
– – 0.08% 257
2016
Q3 		$1.11M Sell
13,900
-500
-3% -$40.4K 0.09% 244
2016
Q2 		$1.15M Sell
14,400
-100
-0.7% -$7.77K 0.09% 237
2016
Q1 		$1.11M Sell
14,500
-400
-3% -$28.8K 0.09% 230
2015
Q4 		$1.1M Buy
+14,900
New +$1.1M 0.09% 240

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 $3.14B 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
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
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Cetera Advisors's LGLV Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 6.7% in Q1 2024, buying an estimated $105K and bringing the position to 11,207 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #875.

Cetera Advisors first reported a position in LGLV in Q4 2015 and has held it in 34 quarters since. The position peaked at $1.9M in Q4 2019. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Cetera Advisors held 11,207 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.75M as of Q1 2024.
  • Cetera Advisors bought 703 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $105K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #875 holding.
  • Cetera Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2015 and has held it in 34 quarters since.
  • Cetera Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.9M in Q4 2019.
  • 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.