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Raleigh Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Raleigh Capital Management’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
Q1 		– Sell
-1,406
Closed -$204K – 1089
2023
Q4 		$204K Sell
1,406
-1,279
-48% -$177K 0.09% 184
2023
Q3 		$359K Sell
2,685
-86
-3% -$12K 0.18% 121
2023
Q2 		$390K Buy
+2,771
New +$381K 0.19% 115

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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
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
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Raleigh Capital Management's LGLV Position: Q1 2024 in Review

Raleigh Capital Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2024, closing a stake of 1,406 shares — an estimated $204K sold.

Raleigh Capital Management first reported a position in LGLV in Q2 2023 and held it in 3 quarters. The position peaked at $390K in Q2 2023. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Raleigh Capital Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2024 after selling out during the quarter.
  • Raleigh Capital Management sold 1,406 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2024, an estimated $204K.
  • Raleigh Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 3 quarters.
  • Raleigh Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $390K in Q2 2023.
  • 150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.