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

Laurel Wealth Planning’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 Q1	–	Sell	-142	Closed	-$19.3K	–	137
2022 Q4	$19.3K	Hold	142	–	–	0.01%	131
2022 Q3	$18K	Hold	142	–	–	0.01%	138
2022 Q2	$19K	Sell	142 -391	-73%	-$53.6K	0.01%	137
2022 Q1	$77K	Buy	+533	New	+$74.7K	0.05%	107

Other funds holding LGLV

SPWG

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

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

GKWIM

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

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

BWFA

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

RJFSA

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Laurel Wealth Planning's LGLV Position: Q1 2023 in Review

Laurel Wealth Planning sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2023, closing a stake of 142 shares — an estimated $19.3K sold.

Laurel Wealth Planning first reported a position in LGLV in Q1 2022 and held it in 4 quarters. The position peaked at $77K in Q1 2022. 146 funds tracked by Wall St. Rank hold LGLV as of Q1 2023.

Laurel Wealth Planning reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 142 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2023, an estimated $19.3K.
Laurel Wealth Planning first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and held it in 4 quarters.
Laurel Wealth Planning's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $77K in Q1 2022.
146 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.