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Legacy Capital Wealth Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Legacy Capital Wealth Partners’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
Q1 		– Sell
-3,068
Closed -$445K – 241
2023
Q4 		$445K Sell
3,068
-2,990
-49% -$413K 0.13% 161
2023
Q3 		$809K Buy
+6,058
New +$845K 0.22% 93

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Legacy Capital Wealth Partners's LGLV Position: Q1 2024 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 3,068 shares — an estimated $445K sold.

Legacy Capital Wealth Partners first reported a position in LGLV in Q3 2023 and held it in 2 quarters. The position peaked at $809K in Q3 2023. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Legacy Capital Wealth Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 3,068 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $445K.
  • Legacy Capital Wealth Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $809K in Q3 2023.
  • 150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2024, filed 10 May 2024.