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Patriot Financial Group Insurance Agency’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-236
Closed -$31K – 1266
2022
Q2 		$31K Buy
236
+150
+174% +$20.6K 0.01% 882
2022
Q1 		$12K Hold
86
– – ﹤0.01% 1287
2021
Q4 		$13K Sell
86
-100
-54% -$14.3K ﹤0.01% 1383
2021
Q3 		$25K Hold
186
– – ﹤0.01% 1113
2021
Q2 		$25K Sell
186
-801
-81% -$106K ﹤0.01% 1089
2021
Q1 		$124K Sell
987
-76
-7% -$9.21K 0.03% 494
2020
Q4 		$128K Buy
1,063
+100
+10% +$11.5K 0.03% 434
2020
Q3 		$104K Sell
963
-288
-23% -$31K 0.03% 381
2020
Q2 		$128K Sell
1,251
-4,739
-79% -$470K 0.05% 302
2020
Q1 		$543K Buy
5,990
+3,367
+128% +$368K 0.25% 85
2019
Q4 		$300K Buy
2,623
+241
+10% +$27K 0.11% 167
2019
Q3 		$266K Buy
2,382
+718
+43% +$79.1K 0.12% 158
2019
Q2 		$182K Buy
1,664
+645
+63% +$67.2K 0.08% 212
2019
Q1 		$103K Buy
1,019
+786
+337% +$75.3K 0.05% 267
2018
Q4 		$21K Sell
233
-104
-31% -$9.72K 0.01% 467
2018
Q3 		$33K Buy
+337
New +$32.1K 0.02% 382
2018
Q2 		– Sell
-387
Closed -$34K – 786
2018
Q1 		$34K Buy
387
+1
+0.3% +$91 0.03% 377
2017
Q4 		$36K Buy
386
+8
+2% +$728 0.03% 350
2017
Q3 		$34K Buy
378
+2
+0.5% +$175 0.03% 310
2017
Q2 		$33K Buy
376
+81
+27% +$6.95K 0.03% 314
2017
Q1 		$25K Hold
295
– – 0.03% 321
2016
Q4 		$24K Buy
+295
New +$23.3K 0.03% 319

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's LGLV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2022, closing a stake of 236 shares — an estimated $31K sold.

Patriot Financial Group Insurance Agency first reported a position in LGLV in Q4 2016 and held it in 22 quarters. The position peaked at $543K in Q1 2020. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 236 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $31K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $543K in Q1 2020.
  • 127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.