Prestige Wealth Management Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Prestige Wealth Management Group’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
2025 Q2	–	Sell	-735	Closed	-$128K	–	1041
2025 Q1	$128K	Hold	735	–	–	0.03%	181
2024 Q4	$121K	Hold	735	–	–	0.03%	188
2024 Q3	$124K	Hold	735	–	–	0.03%	178
2024 Q2	$112K	Hold	735	–	–	0.02%	166
2024 Q1	$114K	Hold	735	–	–	0.02%	190
2023 Q4	$107K	Hold	735	–	–	0.02%	184
2023 Q3	$98.1K	Hold	735	–	–	0.02%	183
2023 Q2	$103K	Hold	735	–	–	0.02%	203
2023 Q1	$101K	Hold	735	–	–	0.03%	183
2022 Q4	$99.7K	Hold	735	–	–	0.03%	193
2022 Q3	$91K	Hold	735	–	–	0.03%	178
2022 Q2	$96K	Hold	735	–	–	0.03%	181
2022 Q1	$106K	Hold	735	–	–	0.03%	180
2021 Q4	$111K	Hold	735	–	–	0.03%	188
2021 Q3	$98K	Hold	735	–	–	0.03%	191
2021 Q2	$98K	Hold	735	–	–	0.03%	182
2021 Q1	$92K	Hold	735	–	–	0.03%	190
2020 Q4	$88K	Hold	735	–	–	0.02%	188
2020 Q3	$80K	Sell	735 -14	-2%	-$1.51K	0.02%	194
2020 Q2	$76K	Sell	749 -22,240	-97%	-$2.21M	0.03%	178
2020 Q1	$2.08M	Sell	22,989 -916	-4%	-$100K	0.88%	19
2019 Q4	$2.73M	Sell	23,905 -294	-1%	-$32.9K	1.49%	13
2019 Q3	$2.7M	Buy	24,199 +425	+2%	+$46.8K	1.58%	10
2019 Q2	$2.56M	Buy	+23,774	New	+$2.48M	1.55%	12

Other funds holding LGLV

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prestige Wealth Management Group's LGLV Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 735 shares — an estimated $128K sold.

Prestige Wealth Management Group first reported a position in LGLV in Q2 2019 and held it in 24 quarters. The position peaked at $2.73M in Q4 2019. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

Prestige Wealth Management Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
Prestige Wealth Management Group sold 735 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $128K.
Prestige Wealth Management Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 24 quarters.
Prestige Wealth Management Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.73M in Q4 2019.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.