Midwest Heritage Bank’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Midwest Heritage Bank’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	-1,657	Closed	-$240K	–	57
2023 Q4	$240K	Hold	1,657	–	–	0.16%	47
2023 Q3	$221K	Hold	1,657	–	–	0.17%	46
2023 Q2	$233K	Hold	1,657	–	–	0.18%	46
2023 Q1	$227K	Sell	1,657 -979	-37%	-$133K	0.18%	49
2022 Q4	$358K	Sell	2,636 -306	-10%	-$40.7K	0.35%	43
2022 Q3	$363K	Hold	2,942	–	–	0.38%	43
2022 Q2	$385K	Sell	2,942 -24	-0.8%	-$3.29K	0.35%	44
2022 Q1	$426K	Hold	2,966	–	–	0.33%	38
2021 Q4	$447K	Buy	+2,966	New	+$425K	0.43%	33

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

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

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

Midwest Heritage Bank's LGLV Position: Q1 2024 in Review

Midwest Heritage Bank sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 1,657 shares — an estimated $240K sold.

Midwest Heritage Bank first reported a position in LGLV in Q4 2021 and held it in 9 quarters. The position peaked at $447K in Q4 2021. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

Midwest Heritage Bank reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
Midwest Heritage Bank sold 1,657 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $240K.
Midwest Heritage Bank first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and held it in 9 quarters.
Midwest Heritage Bank's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $447K 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 Midwest Heritage Bank's 13F filing for Q1 2024, filed 24 Apr 2024.