Integrity Financial’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Integrity Financial’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 Q3	–	Sell	-26	Closed	-$3.97K	–	228
2024 Q2	$3.97K	Hold	26	–	–	﹤0.01%	200
2024 Q1	$4.05K	Hold	26	–	–	﹤0.01%	192
2023 Q4	$3.77K	Hold	26	–	–	﹤0.01%	180
2023 Q3	$3.47K	Hold	26	–	–	﹤0.01%	197
2023 Q2	$3.66K	Buy	+26	New	+$3.58K	﹤0.01%	180

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

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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

MWM

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

Integrity Financial's LGLV Position: Q3 2024 in Review

Integrity Financial sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2024, closing a stake of 26 shares — an estimated $3.97K sold.

Integrity Financial first reported a position in LGLV in Q2 2023 and held it in 5 quarters. The position peaked at $4.05K in Q1 2024. 154 funds tracked by Wall St. Rank hold LGLV as of Q3 2024.

Integrity Financial reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2024 after selling out during the quarter.
Integrity Financial sold 26 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2024, an estimated $3.97K.
Integrity Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 5 quarters.
Integrity Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $4.05K in Q1 2024.
154 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2024.

Based on Integrity Financial's 13F filing for Q3 2024, filed 21 Oct 2024.