LFA
LGLV icon

Legacy Financial Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Legacy Financial Advisors’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
-2,038
Closed -$296K – 330
2023
Q4 		$296K Sell
2,038
-891
-30% -$123K 0.06% 233
2023
Q3 		$391K Sell
2,929
-160
-5% -$22.3K 0.08% 171
2023
Q2 		$434K Sell
3,089
-344
-10% -$47.3K 0.08% 155
2023
Q1 		$470K Buy
3,433
+185
+6% +$25.2K 0.1% 134
2022
Q4 		$441K Sell
3,248
-121
-4% -$16.1K 0.09% 127
2022
Q3 		$416K Buy
+3,369
New +$455K 0.1% 115
2022
Q2 		– Sell
-3,922
Closed -$564K – 242
2022
Q1 		$564K Buy
3,922
+1,496
+62% +$210K 0.13% 91
2021
Q4 		$366K Buy
2,426
+409
+20% +$58.6K 0.08% 121
2021
Q3 		$269K Hold
2,017
– – 0.07% 142
2021
Q2 		$268K Hold
2,017
– – 0.07% 135
2021
Q1 		$253K Sell
2,017
-19
-0.9% -$2.3K 0.07% 131
2020
Q4 		$244K Sell
2,036
-1,210
-37% -$139K 0.07% 119
2020
Q3 		$352K Buy
+3,246
New +$349K 0.11% 73
2020
Q2 		– Sell
-16,053
Closed -$1.58M – 50
2020
Q1 		$1.58M Buy
+16,053
New +$1.75M 0.59% 20

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 Financial Advisors's LGLV Position: Q1 2024 in Review

Legacy Financial Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 2,038 shares — an estimated $296K sold.

Legacy Financial Advisors first reported a position in LGLV in Q1 2020 and held it in 14 quarters. The position peaked at $1.58M in Q1 2020. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Legacy Financial Advisors 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 Financial Advisors sold 2,038 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $296K.
  • Legacy Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 14 quarters.
  • Legacy Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.58M in Q1 2020.
  • 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 Financial Advisors's 13F filing for Q1 2024, filed 14 May 2024.