Corient Private Wealth
LGLV icon

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

Corient Private Wealth’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 		– Sell
-1,418
Closed -$206K – 2327
2023
Q4 		$206K Sell
1,418
-203
-13% -$28K ﹤0.01% 2065
2023
Q3 		$216K Buy
+1,621
New +$226K ﹤0.01% 1883

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 $322M AUM 7.74% 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

Corient Private Wealth's LGLV Position: Q1 2024 in Review

Corient Private Wealth sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 1,418 shares — an estimated $206K sold.

Corient Private Wealth first reported a position in LGLV in Q3 2023 and held it in 2 quarters. The position peaked at $216K in Q3 2023. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Corient Private Wealth reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
  • Corient Private Wealth sold 1,418 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $206K.
  • Corient Private Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and held it in 2 quarters.
  • Corient Private Wealth's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $216K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Corient Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.