GM
GeoWealth Management’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 |
-76,192
| Closed | -$13.3M | – | 1263 |
|
|
2025
Q1 | $13.3M | Buy |
76,192
+45,355
| +147% | +$7.89M | 0.53% | 31 |
|
|
2024
Q4 | $5.09M | Sell |
30,837
-104,949
| -77% | -$17.3M | 0.17% | 98 |
|
|
2024
Q3 | $23M | Buy |
135,786
+61,827
| +84% | +$10.5M | 0.81% | 23 |
|
|
2024
Q2 | $11.3M | Buy |
73,959
+52,441
| +244% | +$8M | 0.49% | 34 |
|
|
2024
Q1 | $3.35M | Buy |
21,518
+11,783
| +121% | +$1.84M | 0.13% | 124 |
|
|
2023
Q4 | $1.41M | Sell |
9,735
-8,735
| -47% | -$1.27M | 0.12% | 170 |
|
|
2023
Q3 | $2.47M | Buy |
18,470
+15,350
| +492% | +$2.05M | 0.28% | 88 |
|
|
2023
Q2 | $439K | Sell |
3,120
-268
| -8% | -$37.7K | 0.05% | 182 |
|
|
2023
Q1 | $463K | Buy |
+3,388
| New | +$463K | 0.05% | 138 |
|
|
2022
Q2 | – | Sell |
-75,401
| Closed | -$10.8M | – | 366 |
|
|
2022
Q1 | $10.8M | Buy |
75,401
+52,938
| +236% | +$7.61M | 0.95% | 29 |
|
|
2021
Q4 | $3.39M | Buy |
22,463
+7,513
| +50% | +$1.13M | 0.28% | 80 |
|
|
2021
Q3 | $1.99M | Buy |
+14,950
| New | +$1.99M | 0.16% | 116 |
|