Great Valley Advisor Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Great Valley Advisor Group’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 Q4	–	Sell	-16,277	Closed	-$2.17M	–	738
2023 Q3	$2.17M	Buy	16,277 +339	+2%	+$47.3K	0.09%	212
2023 Q2	$2.24M	Buy	15,938 +3,636	+30%	+$500K	0.09%	206
2023 Q1	$1.68M	Sell	12,302 -6,196	-33%	-$844K	0.08%	231
2022 Q4	$2.51M	Sell	18,498 -454	-2%	-$60.5K	0.13%	182
2022 Q3	$2.34M	Buy	+18,952	New	+$2.56M	0.13%	171

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

Morgan Stanley New York $1.66T AUM 25.57% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Great Valley Advisor Group's LGLV Position: Q4 2023 in Review

Great Valley Advisor Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2023, closing a stake of 16,277 shares — an estimated $2.17M sold.

Great Valley Advisor Group first reported a position in LGLV in Q3 2022 and held it in 5 quarters. The position peaked at $2.51M in Q4 2022. 178 funds tracked by Wall St. Rank hold LGLV as of Q4 2023.

Great Valley Advisor Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Great Valley Advisor Group sold 16,277 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2023, an estimated $2.17M.
Great Valley Advisor Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2022 and held it in 5 quarters.
Great Valley Advisor Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.51M in Q4 2022.
178 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2023.

Based on Great Valley Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.