Richard W. Paul & Associates’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Richard W. Paul & Associates’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	-21,609	Closed	-$3.04M	–	538
2023 Q2	$3.04M	Buy	+21,609	New	+$2.97M	1.32%	17

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

Richard W. Paul & Associates's LGLV Position: Q3 2023 in Review

Richard W. Paul & Associates sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2023, closing a stake of 21,609 shares — an estimated $3.04M sold.

Richard W. Paul & Associates first reported a position in LGLV in Q2 2023 and held it in 1 quarter. The position peaked at $3.04M in Q2 2023. 172 funds tracked by Wall St. Rank hold LGLV as of Q3 2023.

Richard W. Paul & Associates reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
Richard W. Paul & Associates sold 21,609 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2023, an estimated $3.04M.
Richard W. Paul & Associates first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 1 quarter.
Richard W. Paul & Associates's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.04M 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 Richard W. Paul & Associates's 13F filing for Q3 2023, filed 12 Oct 2023.