SMA
Sage Mountain Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.31M | Hold |
18,958
| – | – | 0.22% | 59 |
|
|
2025
Q1 | $3.3M | Hold |
18,958
| – | – | 0.24% | 54 |
|
|
2024
Q4 | $3.13M | Hold |
18,958
| – | – | 0.23% | 56 |
|
|
2024
Q3 | $3.21M | Hold |
18,958
| – | – | 0.27% | 48 |
|
|
2024
Q2 | $2.89M | Hold |
18,958
| – | – | 0.27% | 51 |
|
|
2024
Q1 | $2.95M | Hold |
18,958
| – | – | 0.31% | 48 |
|
|
2023
Q4 | $2.75M | Buy |
18,958
+10,202
| +117% | +$1.48M | 0.32% | 46 |
|
|
2023
Q3 | $1.17M | Hold |
8,756
| – | – | 0.16% | 66 |
|
|
2023
Q2 | $1.23M | Buy |
+8,756
| New | +$1.23M | 0.18% | 63 |
|
|
2022
Q1 | – | Sell |
-19,407
| Closed | -$2.92M | – | 666 |
|
|
2021
Q4 | $2.92M | Buy |
+19,407
| New | +$2.92M | 0.35% | 33 |
|