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

Clearview Wealth 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
2023 Q3	–	Sell	-818	Closed	-$115K	–	393
2023 Q2	$115K	Buy	818 +4	+0.5%	+$550	0.12%	130
2023 Q1	$111K	Buy	814 +4	+0.5%	+$545	0.11%	138
2022 Q4	$110K	Buy	810 +5	+0.6%	+$666	0.08%	112
2022 Q3	$99K	Buy	805 +4	+0.5%	+$540	0.08%	114
2022 Q2	$105K	Buy	801 +4	+0.5%	+$549	0.08%	120
2022 Q1	$115K	Buy	797 +3	+0.4%	+$420	0.08%	129
2021 Q4	$120K	Buy	794 +3	+0.4%	+$430	0.07%	138
2021 Q3	$106K	Sell	791 -80	-9%	-$11.1K	0.07%	155
2021 Q2	$116K	Sell	871 -178	-17%	-$23.5K	0.07%	145
2021 Q1	$132K	Sell	1,049 -343	-25%	-$41.5K	0.09%	137
2020 Q4	$167K	Buy	+1,392	New	+$160K	0.11%	114

Other funds holding LGLV

SPWG

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Clearview Wealth Advisors's LGLV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2023, closing a stake of 818 shares — an estimated $115K sold.

Clearview Wealth Advisors first reported a position in LGLV in Q4 2020 and held it in 11 quarters. The position peaked at $167K in Q4 2020. 172 funds tracked by Wall St. Rank hold LGLV as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 818 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2023, an estimated $115K.
Clearview Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $167K in Q4 2020.
172 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.