MA
Mutual Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $629K | Sell |
3,561
-10
| -0.3% | -$1.77K | 0.02% | 678 |
|
2025
Q1 | $601K | Sell |
3,571
-258
| -7% | -$43.4K | 0.02% | 638 |
|
2024
Q4 | $643K | Sell |
3,829
-17
| -0.4% | -$2.86K | 0.02% | 615 |
|
2024
Q3 | $656K | Sell |
3,846
-691
| -15% | -$118K | 0.02% | 615 |
|
2024
Q2 | $723K | Buy |
4,537
+745
| +20% | +$119K | 0.02% | 585 |
|
2024
Q1 | $590K | Sell |
3,792
-1,480
| -28% | -$230K | 0.02% | 639 |
|
2023
Q4 | $764K | Sell |
5,272
-21
| -0.4% | -$3.05K | 0.03% | 530 |
|
2023
Q3 | $707K | Sell |
5,293
-183
| -3% | -$24.4K | 0.03% | 515 |
|
2023
Q2 | $770K | Sell |
5,476
-447
| -8% | -$62.9K | 0.03% | 509 |
|
2023
Q1 | $810K | Buy |
5,923
+120
| +2% | +$16.4K | 0.03% | 486 |
|
2022
Q4 | $787K | Hold |
5,803
| – | – | 0.04% | 477 |
|
2022
Q3 | $716K | Sell |
5,803
-4,044
| -41% | -$499K | 0.04% | 462 |
|
2022
Q2 | $1.29M | Sell |
9,847
-541
| -5% | -$70.8K | 0.09% | 276 |
|
2022
Q1 | $1.49M | Sell |
10,388
-2,474
| -19% | -$356K | 0.08% | 267 |
|
2021
Q4 | $1.94M | Sell |
12,862
-5,511
| -30% | -$830K | 0.1% | 237 |
|
2021
Q3 | $2.45M | Sell |
18,373
-990
| -5% | -$132K | 0.15% | 176 |
|
2021
Q2 | $2.58M | Sell |
19,363
-1,542
| -7% | -$205K | 0.15% | 166 |
|
2021
Q1 | $2.62M | Buy |
20,905
+3,268
| +19% | +$410K | 0.18% | 140 |
|
2020
Q4 | $2.12M | Sell |
17,637
-2,458
| -12% | -$295K | 0.16% | 154 |
|
2020
Q3 | $2.18M | Buy |
20,095
+95
| +0.5% | +$10.3K | 0.19% | 130 |
|
2020
Q2 | $2.04M | Buy |
20,000
+253
| +1% | +$25.8K | 0.2% | 123 |
|
2020
Q1 | $1.79M | Buy |
19,747
+1,806
| +10% | +$164K | 0.24% | 104 |
|
2019
Q4 | $2.05M | Buy |
17,941
+7,054
| +65% | +$806K | 0.22% | 114 |
|
2019
Q3 | $1.21M | Buy |
10,887
+4,370
| +67% | +$487K | 0.16% | 155 |
|
2019
Q2 | $702K | Buy |
+6,517
| New | +$702K | 0.09% | 270 |
|