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Koesten Hirschmann & Crabtree’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q2 		– Sell
-128
Closed -$17.5K – 214
2023
Q1 		$17.5K Buy
+128
New +$17.4K 0.01% 99

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koesten Hirschmann & Crabtree's LGLV Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2023, closing a stake of 128 shares — an estimated $17.5K sold.

Koesten Hirschmann & Crabtree first reported a position in LGLV in Q1 2023 and held it in 1 quarter. The position peaked at $17.5K in Q1 2023. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 128 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2023, an estimated $17.5K.
  • Koesten Hirschmann & Crabtree first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $17.5K in Q1 2023.
  • 164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.