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

SeaCrest Wealth 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
2022 Q3	–	Sell	-840	Closed	-$110K	–	1109
2022 Q2	$110K	Buy	+840	New	+$115K	0.01%	821
2020 Q4	–	Sell	-2,350	Closed	-$255K	–	636
2020 Q3	$255K	Sell	2,350 -450	-16%	-$48.4K	0.04%	447
2020 Q2	$286K	Sell	2,800 -100	-3%	-$9.93K	0.05%	401
2020 Q1	$263K	Buy	+2,900	New	+$317K	0.06%	360
2019 Q2	–	Sell	-300	Closed	-$30K	–	1252
2019 Q1	$30K	Buy	+300	New	+$28.7K	0.01%	1118

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

BWFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

GKWIM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SeaCrest Wealth Management's LGLV Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2022, closing a stake of 840 shares — an estimated $110K sold.

SeaCrest Wealth Management first reported a position in LGLV in Q1 2019 and held it in 5 quarters. The position peaked at $286K in Q2 2020. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

SeaCrest Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 840 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $110K.
SeaCrest Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and held it in 5 quarters.
SeaCrest Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $286K in Q2 2020.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.