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

Clear Point 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 Q4	–	Sell	-16	Closed	-$2.75K	–	353
2024 Q3	$2.75K	Hold	16	–	–	﹤0.01%	426
2024 Q2	$2.47K	Hold	16	–	–	﹤0.01%	428
2024 Q1	$2.51K	Hold	16	–	–	﹤0.01%	422
2023 Q4	$2.33K	Buy	+16	New	+$2.21K	﹤0.01%	412

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clear Point Advisors's LGLV Position: Q4 2024 in Review

Clear Point Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2024, closing a stake of 16 shares — an estimated $2.75K sold.

Clear Point Advisors first reported a position in LGLV in Q4 2023 and held it in 4 quarters. The position peaked at $2.75K in Q3 2024. 163 funds tracked by Wall St. Rank hold LGLV as of Q4 2024.

Clear Point Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 16 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2024, an estimated $2.75K.
Clear Point Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.75K in Q3 2024.
163 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.