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

Financial Life 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
2024
Q2 		– Sell
-2,115
Closed -$329K – 61
2024
Q1 		$329K Sell
2,115
-487
-19% -$72.8K 0.14% 45
2023
Q4 		$377K Sell
2,602
-351
-12% -$48.5K 0.16% 43
2023
Q3 		$394K Hold
2,953
– – 0.17% 39
2023
Q2 		$415K Sell
2,953
-501
-15% -$68.9K 0.17% 42
2023
Q1 		$473K Sell
3,454
-213
-6% -$29K 0.2% 48
2022
Q4 		$497K Sell
3,667
-1,279
-26% -$170K 0.23% 50
2022
Q3 		$610K Sell
4,946
-445
-8% -$60.1K 0.31% 39
2022
Q2 		$706K Buy
5,391
+1,004
+23% +$138K 0.33% 27
2022
Q1 		$630K Buy
4,387
+201
+5% +$28.2K 0.26% 33
2021
Q4 		$631K Sell
4,186
-33
-0.8% -$4.73K 0.25% 31
2021
Q3 		$563K Sell
4,219
-490
-10% -$67.7K 0.24% 31
2021
Q2 		$627K Sell
4,709
-179
-4% -$23.7K 0.27% 31
2021
Q1 		$613K Sell
4,888
-184
-4% -$22.3K 0.29% 32
2020
Q4 		$608K Hold
5,072
– – 0.31% 31
2020
Q3 		$549K Buy
+5,072
New +$546K 0.29% 31

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Life Advisors's LGLV Position: Q2 2024 in Review

Financial Life Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2024, closing a stake of 2,115 shares — an estimated $329K sold.

Financial Life Advisors first reported a position in LGLV in Q3 2020 and held it in 15 quarters. The position peaked at $706K in Q2 2022. 156 funds tracked by Wall St. Rank hold LGLV as of Q2 2024.

  • Financial Life Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Life Advisors sold 2,115 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2024, an estimated $329K.
  • Financial Life Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020 and held it in 15 quarters.
  • Financial Life Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $706K in Q2 2022.
  • 156 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2024.

Based on Financial Life Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.