Money Concepts Capital’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-8,597	Closed	-$1.17M	–	1853
2022 Q4	$1.17M	Buy	8,597 +8,404	+4,354%	+$1.12M	0.05%	268
2022 Q3	$24K	Hold	193	–	–	﹤0.01%	870
2022 Q2	$26K	Sell	193 -8,681	-98%	-$1.19M	﹤0.01%	831
2022 Q1	$1.27M	Buy	+8,874	New	+$1.24M	0.07%	261

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 $377B AUM 19.32% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWFA

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

FAT

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Money Concepts Capital's LGLV Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2023, closing a stake of 8,597 shares — an estimated $1.17M sold.

Money Concepts Capital first reported a position in LGLV in Q1 2022 and held it in 4 quarters. The position peaked at $1.27M in Q1 2022. 146 funds tracked by Wall St. Rank hold LGLV as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 8,597 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2023, an estimated $1.17M.
Money Concepts Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.27M in Q1 2022.
146 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.