Kings Point Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Kings Point Capital Management’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 Q1	$302K	Hold	2,104	–	–	0.03%	168
2021 Q4	$317K	Hold	2,104	–	–	0.03%	185
2021 Q3	$281K	Hold	2,104	–	–	0.03%	177
2021 Q2	$280K	Hold	2,104	–	–	0.03%	183
2021 Q1	$264K	Hold	2,104	–	–	0.03%	175
2020 Q4	$252K	Hold	2,104	–	–	0.03%	167
2020 Q3	$228K	Hold	2,104	–	–	0.03%	163
2020 Q2	$215K	Hold	2,104	–	–	0.03%	158
2020 Q1	$191K	Hold	2,104	–	–	0.03%	163
2019 Q4	$240K	Hold	2,104	–	–	0.04%	162
2019 Q3	$235K	Buy	+2,104	New	+$232K	0.04%	160

Other funds holding LGLV

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

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 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

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kings Point Capital Management's LGLV Position: Q1 2022 in Review

Kings Point Capital Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2022 at 2,104 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #168.

Kings Point Capital Management first reported a position in LGLV in Q3 2019 and has held it in 11 quarters since. The position peaked at $317K in Q4 2021. 127 funds tracked by Wall St. Rank hold LGLV as of Q1 2022.

Kings Point Capital Management held 2,104 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $302K as of Q1 2022.
Kings Point Capital Management left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2022.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Kings Point Capital Management's portfolio in Q1 2022, its #168 holding.
Kings Point Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 11 quarters since.
Kings Point Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $317K in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.