Financial Architects (New Jersey)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Financial Architects (New Jersey)’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 Q2	$272K	Buy	1,931 +1	+0.1%	+$138	0.04%	279
2023 Q1	$264K	Hold	1,930	–	–	0.04%	276
2022 Q4	$262K	Buy	1,930 +1	+0.1%	+$133	0.04%	281
2022 Q3	$238K	Buy	+1,929	New	+$261K	0.04%	278
2022 Q2	–	Sell	-1,952	Closed	-$281K	–	158
2022 Q1	$281K	Sell	1,952 -22	-1%	-$3.08K	0.04%	275
2021 Q4	$297K	Buy	1,974 +1	+0.1%	+$143	0.04%	268
2021 Q3	$263K	Hold	1,973	–	–	0.04%	280
2021 Q2	$263K	Buy	1,973 +1	+0.1%	+$132	0.04%	290
2021 Q1	$247K	Buy	1,972 +147	+8%	+$17.8K	0.04%	282
2020 Q4	$219K	Buy	+1,825	New	+$210K	0.04%	281
2020 Q3	–	Sell	-1,825	Closed	-$186K	–	539
2020 Q2	$186K	Buy	1,825 +204	+13%	+$20.2K	0.04%	255
2020 Q1	$147K	Buy	1,621 +1,024	+172%	+$112K	0.04%	259
2019 Q4	$68K	Buy	597 +4	+0.7%	+$447	0.01%	382
2019 Q3	$66K	Buy	+593	New	+$65.4K	0.02%	390

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 $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AIM

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

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Architects (New Jersey)'s LGLV Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.05% in Q2 2023, buying an estimated $138 and bringing the position to 1,931 shares worth $272K. The position accounts for 0.04% of the portfolio, ranked #279.

Financial Architects (New Jersey) first reported a position in LGLV in Q3 2019 and has held it in 14 quarters since. The position peaked at $297K in Q4 2021. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

Financial Architects (New Jersey) held 1,931 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $272K as of Q2 2023.
Financial Architects (New Jersey) bought 1 State Street SPDR US Large Cap Low Volatility Index ETF share in Q2 2023, an estimated $138.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #279 holding.
Financial Architects (New Jersey) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 14 quarters since.
Financial Architects (New Jersey)'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $297K in Q4 2021.
164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.