MIM
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Macroview Investment Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Macroview Investment Management’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
-209
Closed -$30.2K – 674
2023
Q4 		$30.2K Sell
209
-7
-3% -$967 0.04% 155
2023
Q3 		$28.8K Hold
216
– – 0.04% 140
2023
Q2 		$30.3K Buy
216
+1
+0.5% +$138 0.05% 108
2023
Q1 		$29.4K Sell
215
-14
-6% -$1.91K 0.05% 111
2022
Q4 		$31.1K Buy
229
+1
+0.4% +$133 0.05% 108
2022
Q3 		$28K Buy
228
+1
+0.4% +$135 0.05% 100
2022
Q2 		$30K Sell
227
-50
-18% -$6.86K 0.05% 111
2022
Q1 		$40K Sell
277
-68
-20% -$9.53K 0.06% 107
2021
Q4 		$52K Buy
345
+1
+0.3% +$143 0.07% 94
2021
Q3 		$46K Buy
344
+1
+0.3% +$138 0.06% 92
2021
Q2 		$46K Buy
343
+1
+0.3% +$132 0.06% 96
2021
Q1 		$43K Sell
342
-10,369
-97% -$1.26M 0.06% 90
2020
Q4 		$1.28M Buy
10,711
+33
+0.3% +$3.79K 1.91% 19
2020
Q3 		$1.16M Buy
10,678
+184
+2% +$19.8K 1.98% 17
2020
Q2 		$1.07M Buy
10,494
+215
+2% +$21.3K 2.27% 15
2020
Q1 		$931K Buy
10,279
+894
+10% +$97.7K 1.99% 14
2019
Q4 		$1.07M Sell
9,385
-2,340
-20% -$262K 2.23% 12
2019
Q3 		$1.31M Buy
11,725
+5,412
+86% +$597K 2.83% 10
2019
Q2 		$680K Buy
6,313
+2,355
+59% +$245K 1.76% 16
2019
Q1 		$397K Buy
3,958
+3,745
+1,758% +$359K 0.99% 24
2018
Q4 		$19K Buy
+213
New +$19.9K 0.06% 112

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 $347M AUM 9.29% 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

Macroview Investment Management's LGLV Position: Q1 2024 in Review

Macroview Investment Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 209 shares — an estimated $30.2K sold.

Macroview Investment Management first reported a position in LGLV in Q4 2018 and held it in 21 quarters. The position peaked at $1.31M in Q3 2019. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Macroview Investment Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
  • Macroview Investment Management sold 209 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $30.2K.
  • Macroview Investment Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 21 quarters.
  • Macroview Investment Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.31M in Q3 2019.
  • 150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Macroview Investment Management's 13F filing for Q1 2024, filed 30 Apr 2024.