Kingsview Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Kingsview Wealth 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
2024 Q4	–	Sell	-18,692	Closed	-$3.16M	–	1151
2024 Q3	$3.16M	Buy	18,692 +123	+0.7%	+$19.9K	0.07%	273
2024 Q2	$2.83M	Buy	+18,569	New	+$2.83M	0.07%	271
2022 Q1	–	Sell	-12,879	Closed	-$1.94M	–	953
2021 Q4	$1.94M	Buy	+12,879	New	+$1.85M	0.08%	250

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 $322M AUM 7.74% 1-Year Est. Return

MWM

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

Kingsview Wealth Management's LGLV Position: Q4 2024 in Review

Kingsview Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2024, closing a stake of 18,692 shares — an estimated $3.16M sold.

Kingsview Wealth Management first reported a position in LGLV in Q4 2021 and held it in 3 quarters. The position peaked at $3.16M in Q3 2024. 163 funds tracked by Wall St. Rank hold LGLV as of Q4 2024.

Kingsview Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2024 after selling out during the quarter.
Kingsview Wealth Management sold 18,692 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2024, an estimated $3.16M.
Kingsview Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and held it in 3 quarters.
Kingsview Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.16M in Q3 2024.
163 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2024.

Based on Kingsview Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.