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

Private Ocean’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
2023 Q3	–	Sell	-6	Closed	-$844	–	527
2023 Q2	$844	Buy	+6	New	+$826	﹤0.01%	528

Other funds holding LGLV

SPWG

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Private Ocean's LGLV Position: Q3 2023 in Review

Private Ocean sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2023, closing a stake of 6 shares — an estimated $844 sold.

Private Ocean first reported a position in LGLV in Q2 2023 and held it in 1 quarter. The position peaked at $844 in Q2 2023. 172 funds tracked by Wall St. Rank hold LGLV as of Q3 2023.

Private Ocean reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 6 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2023, an estimated $844.
Private Ocean first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 1 quarter.
Private Ocean's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $844 in Q2 2023.
172 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.