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

Concord Wealth Partners’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 Q1	–	Sell	-58	Closed	-$7.87K	–	1125
2022 Q4	$7.87K	Buy	+58	New	+$7.72K	﹤0.01%	673

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Concord Wealth Partners's LGLV Position: Q1 2023 in Review

Concord Wealth Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2023, closing a stake of 58 shares — an estimated $7.87K sold.

Concord Wealth Partners first reported a position in LGLV in Q4 2022 and held it in 1 quarter. The position peaked at $7.87K in Q4 2022. 146 funds tracked by Wall St. Rank hold LGLV as of Q1 2023.

Concord Wealth Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Concord Wealth Partners sold 58 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2023, an estimated $7.87K.
Concord Wealth Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and held it in 1 quarter.
Concord Wealth Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $7.87K in Q4 2022.
146 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.