Lincoln National Corp’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-1,767	Closed	-$275K	–	675
2024 Q1	$275K	Buy	1,767 +5	+0.3%	+$747	﹤0.01%	1008
2023 Q4	$256K	Sell	1,762 -46	-3%	-$6.35K	﹤0.01%	942
2023 Q3	$241K	Buy	1,808 +7	+0.4%	+$976	﹤0.01%	887
2023 Q2	$253K	Buy	1,801 +5	+0.3%	+$688	0.01%	864
2023 Q1	$246K	Buy	1,796 +6	+0.3%	+$817	0.01%	845
2022 Q4	$243K	Sell	1,790 -256	-13%	-$34.1K	0.01%	799
2022 Q3	$252K	Buy	2,046 +292	+17%	+$39.4K	0.01%	719
2022 Q2	$230K	Buy	1,754 +8	+0.5%	+$1.1K	0.01%	751
2022 Q1	$251K	Buy	1,746 +5	+0.3%	+$701	0.01%	777
2021 Q4	$262K	Buy	1,741 +6	+0.3%	+$860	0.01%	762
2021 Q3	$231K	Buy	1,735 +6	+0.3%	+$829	0.01%	780
2021 Q2	$230K	Sell	1,729 -79	-4%	-$10.4K	﹤0.01%	760
2021 Q1	$227K	Buy	1,808 +9	+0.5%	+$1.09K	0.01%	717
2020 Q4	$216K	Buy	+1,799	New	+$207K	0.01%	680
2020 Q1	–	Sell	-2,164	Closed	-$247K	–	636
2019 Q4	$247K	Sell	2,164 -274	-11%	-$30.7K	0.01%	549
2019 Q3	$272K	Buy	2,438 +147	+6%	+$16.2K	0.01%	465
2019 Q2	$247K	Sell	2,291 -549	-19%	-$57.2K	0.01%	472
2019 Q1	$285K	Buy	2,840 +233	+9%	+$22.3K	0.01%	398
2018 Q4	$232K	Buy	+2,607	New	+$244K	0.01%	404

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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

BWFA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lincoln National Corp's LGLV Position: Q2 2024 in Review

Lincoln National Corp sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2024, closing a stake of 1,767 shares — an estimated $275K sold.

Lincoln National Corp first reported a position in LGLV in Q4 2018 and held it in 19 quarters. The position peaked at $285K in Q1 2019. 156 funds tracked by Wall St. Rank hold LGLV as of Q2 2024.

Lincoln National Corp reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 1,767 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2024, an estimated $275K.
Lincoln National Corp first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 19 quarters.
Lincoln National Corp's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $285K in Q1 2019.
156 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.