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

Main Street Financial Solutions’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 Q4	–	Sell	-6,887	Closed	-$920K	–	477
2023 Q3	$920K	Sell	6,887 -21,890	-76%	-$3.05M	0.13%	156
2023 Q2	$4.05M	Buy	28,777 +219	+0.8%	+$30.1K	0.54%	36
2023 Q1	$3.91M	Sell	28,558 -20	-0.1%	-$2.72K	0.57%	36
2022 Q4	$3.88M	Sell	28,578 -26,521	-48%	-$3.53M	0.61%	37
2022 Q3	$6.8M	Buy	55,099 +4,100	+8%	+$554K	1.12%	18
2022 Q2	$6.68M	Sell	50,999 -9,099	-15%	-$1.25M	0.86%	27
2022 Q1	$8.63M	Buy	60,098 +407	+0.7%	+$57K	1.26%	15
2021 Q4	$8.99M	Buy	59,691 +8,406	+16%	+$1.2M	1.27%	14
2021 Q3	$6.84M	Buy	51,285 +3,406	+7%	+$471K	1.05%	20
2021 Q2	$6.37M	Sell	47,879 -6,929	-13%	-$916K	1.03%	20
2021 Q1	$6.87M	Buy	54,808 +6,577	+14%	+$797K	1.22%	15
2020 Q4	$5.79M	Buy	+48,231	New	+$5.54M	1.18%	17

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

Morgan Stanley New York $1.66T AUM 25.57% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Main Street Financial Solutions's LGLV Position: Q4 2023 in Review

Main Street Financial Solutions sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2023, closing a stake of 6,887 shares — an estimated $920K sold.

Main Street Financial Solutions first reported a position in LGLV in Q4 2020 and held it in 12 quarters. The position peaked at $8.99M in Q4 2021. 178 funds tracked by Wall St. Rank hold LGLV as of Q4 2023.

Main Street Financial Solutions reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Main Street Financial Solutions sold 6,887 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2023, an estimated $920K.
Main Street Financial Solutions first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 12 quarters.
Main Street Financial Solutions's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.99M in Q4 2021.
178 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2023.

Based on Main Street Financial Solutions's 13F filing for Q4 2023, filed 8 Feb 2024.