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Seaview Investment Managers’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Seaview Investment Managers’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
Q4 		– Sell
-22,000
Closed -$2.71M – 99
2022
Q3 		$2.71M Buy
+22,000
New +$2.97M 1.11% 34

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
FAT
First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Seaview Investment Managers's LGLV Position: Q4 2022 in Review

Seaview Investment Managers sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2022, closing a stake of 22,000 shares — an estimated $2.71M sold.

Seaview Investment Managers first reported a position in LGLV in Q3 2022 and held it in 1 quarter. The position peaked at $2.71M in Q3 2022. 139 funds tracked by Wall St. Rank hold LGLV as of Q4 2022.

  • Seaview Investment Managers reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2022 after selling out during the quarter.
  • Seaview Investment Managers sold 22,000 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2022, an estimated $2.71M.
  • Seaview Investment Managers first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2022 and held it in 1 quarter.
  • Seaview Investment Managers's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.71M in Q3 2022.
  • 139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2022.

Based on Seaview Investment Managers's 13F filing for Q4 2022, filed 8 Feb 2023.