Perfromance Wealth Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Perfromance Wealth Partners’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 Q2	–	Sell	-1,900	Closed	-$296K	–	175
2024 Q1	$296K	Hold	1,900	–	–	0.01%	128
2023 Q4	$276K	Hold	1,900	–	–	0.01%	137
2023 Q3	$254K	Hold	1,900	–	–	0.01%	145
2023 Q2	$266K	Sell	1,900 -399	-17%	-$54.9K	0.01%	152
2023 Q1	$315K	Sell	2,299 -782	-25%	-$107K	0.02%	138
2022 Q4	$418K	Sell	3,081 -1,768	-36%	-$235K	0.03%	112
2022 Q3	$598K	Buy	4,849 +3,043	+168%	+$411K	0.03%	88
2022 Q2	$236K	Buy	+1,806	New	+$248K	0.01%	144

Other funds holding LGLV

SPWG

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

GKWIM

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

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

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Perfromance Wealth Partners's LGLV Position: Q2 2024 in Review

Perfromance Wealth Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2024, closing a stake of 1,900 shares — an estimated $296K sold.

Perfromance Wealth Partners first reported a position in LGLV in Q2 2022 and held it in 8 quarters. The position peaked at $598K in Q3 2022. 156 funds tracked by Wall St. Rank hold LGLV as of Q2 2024.

Perfromance Wealth Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2024 after selling out during the quarter.
Perfromance Wealth Partners sold 1,900 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2024, an estimated $296K.
Perfromance Wealth Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2022 and held it in 8 quarters.
Perfromance Wealth Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $598K in Q3 2022.
156 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2024.

Based on Perfromance Wealth Partners's 13F filing for Q2 2024, filed 22 Jul 2024.