Heritage Wealth Management (Arizona)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$607K	Buy	4,474 +2,177	+95%	+$290K	0.09%	168
2022 Q3	$283K	Sell	2,297 -441	-16%	-$59.6K	0.09%	164
2022 Q2	$359K	Sell	2,738 -216	-7%	-$29.6K	0.12%	130
2022 Q1	$424K	Buy	+2,954	New	+$414K	0.11%	143
2021 Q3	$398K	Sell	2,985 -802	-21%	-$111K	0.14%	110
2021 Q2	$504K	Sell	3,787 -331	-8%	-$43.8K	0.19%	89
2021 Q1	$516K	Buy	+4,118	New	+$499K	0.29%	68

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 $377B AUM 19.32% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

FAT

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s LGLV Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 95% in Q4 2022, buying an estimated $290K and bringing the position to 4,474 shares worth $607K. The position accounts for 0.09% of the portfolio, ranked #168.

Heritage Wealth Management (Arizona) first reported a position in LGLV in Q1 2021 and has held it in 7 quarters since. 139 funds tracked by Wall St. Rank hold LGLV as of Q4 2022.

Heritage Wealth Management (Arizona) held 4,474 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $607K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 2,177 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2022, an estimated $290K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #168 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2021 and has held it in 7 quarters since.
139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.