Householder Group Estate & Retirement Specialist’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$580K	Buy	3,514 +114	+3%	+$19.5K	0.43%	38
2024 Q3	$575K	Buy	3,400 +38	+1%	+$6.15K	0.17%	123
2024 Q2	$513K	Buy	3,362 +207	+7%	+$31.5K	0.14%	136
2024 Q1	$491K	Buy	3,155 +336	+12%	+$50.2K	0.15%	139
2023 Q4	$408K	Buy	2,819 +485	+21%	+$67K	0.13%	144
2023 Q3	$312K	Buy	+2,334	New	+$326K	0.11%	159
2023 Q1	$165K	Buy	+1,208	New	+$165K	0.06%	224
2022 Q4	–	Sell	-147	Closed	-$18K	–	767
2022 Q3	$18K	Buy	+147	New	+$19.9K	0.01%	600

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWFA

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

GKWIM

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's LGLV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.4% in Q4 2024, buying an estimated $19.5K and bringing the position to 3,514 shares worth $580K. The position accounts for 0.43% of the portfolio, ranked #38.

Householder Group Estate & Retirement Specialist first reported a position in LGLV in Q3 2022 and has held it in 8 quarters since. 163 funds tracked by Wall St. Rank hold LGLV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,514 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $580K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 114 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2024, an estimated $19.5K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.43% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #38 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2022 and has held it in 8 quarters since.
163 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.