FIA
Foundations Investment Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-64,248
| Closed | -$11.2M | – | 972 |
|
|
2025
Q1 | $11.2M | Buy |
+64,248
| New | +$11.2M | 0.21% | 118 |
|
|
2024
Q4 | – | Sell |
-11,135
| Closed | -$1.88M | – | 866 |
|
|
2024
Q3 | $1.88M | Buy |
11,135
+1,535
| +16% | +$260K | 0.04% | 281 |
|
|
2024
Q2 | $1.46M | Buy |
+9,600
| New | +$1.46M | 0.04% | 277 |
|