High Net Worth Advisory Group’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 | $419K | Hold |
2,400
| – | – | 0.11% | 144 |
|
|
2025
Q1 | $418K | Hold |
2,400
| – | – | 0.12% | 138 |
|
|
2024
Q4 | $397K | Hold |
2,400
| – | – | 0.11% | 141 |
|
|
2024
Q3 | $406K | Hold |
2,400
| – | – | 0.11% | 144 |
|
|
2024
Q2 | $366K | Hold |
2,400
| – | – | 0.11% | 141 |
|
|
2024
Q1 | $374K | Hold |
2,400
| – | – | 0.12% | 140 |
|
|
2023
Q4 | $348K | Hold |
2,400
| – | – | 0.13% | 131 |
|
|
2023
Q3 | $320K | Hold |
2,400
| – | – | 0.13% | 132 |
|
|
2023
Q2 | $337K | Hold |
2,400
| – | – | 0.13% | 135 |
|
|
2023
Q1 | $328K | Hold |
2,400
| – | – | 0.13% | 138 |
|
|
2022
Q4 | $326K | Sell |
2,400
-150
| -6% | -$20.3K | 0.13% | 142 |
|
|
2022
Q3 | $315K | Hold |
2,550
| – | – | 0.13% | 137 |
|
|
2022
Q2 | $334K | Hold |
2,550
| – | – | 0.14% | 134 |
|
|
2022
Q1 | $366K | Hold |
2,550
| – | – | 0.13% | 131 |
|
|
2021
Q4 | $384K | Buy |
+2,550
| New | +$384K | 0.13% | 131 |
|