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LGLV icon

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

Retirement 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
2024
Q1 		$35.9K Buy
231
+1
+0.4% +$149 0.01% 276
2023
Q4 		$33.4K Hold
230
– – 0.01% 266
2023
Q3 		$30.6K Buy
230
+1
+0.4% +$139 0.01% 263
2023
Q2 		$32.2K Sell
229
-191
-45% -$26.3K 0.01% 256
2023
Q1 		$57K Sell
420
-266
-39% -$36.2K 0.03% 180
2022
Q4 		$93K Buy
686
+108
+19% +$14.4K 0.05% 128
2022
Q3 		$71K Sell
578
-103
-15% -$13.9K 0.06% 103
2022
Q2 		$89K Buy
681
+2
+0.3% +$274 0.04% 163
2022
Q1 		$98K Sell
679
-74
-10% -$10.4K 0.04% 172
2021
Q4 		$113K Sell
753
-99
-12% -$14.2K 0.05% 158
2021
Q3 		$114K Buy
852
+2
+0.2% +$276 0.05% 153
2021
Q2 		$113K Buy
850
+1
+0.1% +$132 0.05% 151
2021
Q1 		$106K Sell
849
-74
-8% -$8.96K 0.05% 177
2020
Q4 		$110K Sell
923
-241
-21% -$27.7K 0.05% 171
2020
Q3 		$126K Buy
1,164
+2
+0.2% +$215 0.07% 161
2020
Q2 		$119K Buy
+1,162
New +$115K 0.07% 147
2019
Q4 		$76K Buy
+667
New +$74.6K 0.05% 185

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

Retirement Group's LGLV Position: Q1 2024 in Review

Retirement Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.43% in Q1 2024, buying an estimated $149 and bringing the position to 231 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #276.

Retirement Group first reported a position in LGLV in Q4 2019 and has held it in 17 quarters since. The position peaked at $126K in Q3 2020. 150 funds tracked by Wall St. Rank hold LGLV as of Q1 2024.

  • Retirement Group held 231 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $35.9K as of Q1 2024.
  • Retirement Group bought 1 State Street SPDR US Large Cap Low Volatility Index ETF share in Q1 2024, an estimated $149.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #276 holding.
  • Retirement Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $126K in Q3 2020.
  • 150 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.