PFG Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

PFG Advisors’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 Q3	–	Sell	-1,318	Closed	-$201K	–	708
2024 Q2	$201K	Sell	1,318 -397	-23%	-$60.5K	0.01%	650
2024 Q1	$267K	Sell	1,715 -1,988	-54%	-$297K	0.02%	551
2023 Q4	$537K	Sell	3,703 -1,520	-29%	-$210K	0.04%	351
2023 Q3	$697K	Buy	5,223 +1,624	+45%	+$226K	0.06%	305
2023 Q2	$506K	Buy	3,599 +1,899	+112%	+$261K	0.04%	394
2023 Q1	$233K	Buy	+1,700	New	+$232K	0.02%	567

Other funds holding LGLV

SPWG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 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

PFG Advisors's LGLV Position: Q3 2024 in Review

PFG Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2024, closing a stake of 1,318 shares — an estimated $201K sold.

PFG Advisors first reported a position in LGLV in Q1 2023 and held it in 6 quarters. The position peaked at $697K in Q3 2023. 154 funds tracked by Wall St. Rank hold LGLV as of Q3 2024.

PFG Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2024 after selling out during the quarter.
PFG Advisors sold 1,318 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2024, an estimated $201K.
PFG Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and held it in 6 quarters.
PFG Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $697K in Q3 2023.
154 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2024.

Based on PFG Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.