Congress Wealth Management’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Sell |
187,919
-18,707
| -9% | -$3.27M | 0.32% | 71 |
|
|
2025
Q1 | $36M | Sell |
206,626
-4,631
| -2% | -$806K | 0.43% | 53 |
|
|
2024
Q4 | $34.9M | Sell |
211,257
-948
| -0.4% | -$157K | 0.48% | 47 |
|
|
2024
Q3 | $35.9M | Sell |
212,205
-93,493
| -31% | -$15.8M | 0.48% | 46 |
|
|
2024
Q2 | $46.6M | Sell |
305,698
-8,249
| -3% | -$1.26M | 0.74% | 26 |
|
|
2024
Q1 | $48.9M | Buy |
313,947
+466
| +0.1% | +$72.6K | 0.84% | 21 |
|
|
2023
Q4 | $45.5M | Buy |
313,481
+900
| +0.3% | +$131K | 0.83% | 21 |
|
|
2023
Q3 | $41.7M | Buy |
+312,581
| New | +$41.7M | 0.86% | 20 |
|