Missouri Trust & Investment Company’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Missouri Trust & Investment Company’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 Q3	–	Sell	-121	Closed	-$17K	–	437
2023 Q2	$17K	Buy	+121	New	+$16.6K	0.01%	277

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

BWFA

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Missouri Trust & Investment Company's LGLV Position: Q3 2023 in Review

Missouri Trust & Investment Company sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2023, closing a stake of 121 shares — an estimated $17K sold.

Missouri Trust & Investment Company first reported a position in LGLV in Q2 2023 and held it in 1 quarter. The position peaked at $17K in Q2 2023. 172 funds tracked by Wall St. Rank hold LGLV as of Q3 2023.

Missouri Trust & Investment Company reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
Missouri Trust & Investment Company sold 121 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2023, an estimated $17K.
Missouri Trust & Investment Company first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 1 quarter.
Missouri Trust & Investment Company's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $17K in Q2 2023.
172 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2023, filed 14 Nov 2023.