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

Mezzasalma 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
-2,213
Closed -$321K – 106
2023
Q4 		$321K Sell
2,213
-235
-10% -$32.5K 0.18% 67
2023
Q3 		$327K Buy
2,448
+55
+2% +$7.67K 0.2% 59
2023
Q2 		$336K Sell
2,393
-159
-6% -$21.9K 0.2% 60
2023
Q1 		$349K Hold
2,552
– – 0.25% 57
2022
Q4 		$346K Sell
2,552
-173
-6% -$23K 0.3% 53
2022
Q3 		$336K Hold
2,725
– – 0.27% 51
2022
Q2 		$357K Hold
2,725
– – 0.3% 55
2022
Q1 		$392K Sell
2,725
-258
-9% -$36.1K 0.24% 54
2021
Q4 		$449K Buy
2,983
+94
+3% +$13.5K 0.24% 52
2021
Q3 		$385K Sell
2,889
-21
-0.7% -$2.9K 0.22% 56
2021
Q2 		$387K Hold
2,910
– – 0.21% 58
2021
Q1 		$365K Sell
2,910
-251
-8% -$30.4K 0.23% 56
2020
Q4 		$379K Buy
+3,161
New +$363K 0.24% 59

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

Mezzasalma Advisors's LGLV Position: Q1 2024 in Review

Mezzasalma Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 2,213 shares — an estimated $321K sold.

Mezzasalma Advisors first reported a position in LGLV in Q4 2020 and held it in 13 quarters. The position peaked at $449K in Q4 2021. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Mezzasalma 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.
  • Mezzasalma Advisors sold 2,213 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $321K.
  • Mezzasalma Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 13 quarters.
  • Mezzasalma Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $449K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Mezzasalma Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.