SSWM
Sheets Smith Wealth Management’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 | $838K | Hold |
4,798
| – | – | 0.1% | 196 |
|
|
2025
Q1 | $835K | Sell |
4,798
-2,494
| -34% | -$434K | 0.1% | 179 |
|
|
2024
Q4 | $1.2M | Hold |
7,292
| – | – | 0.15% | 135 |
|
|
2024
Q3 | $1.23M | Sell |
7,292
-300
| -4% | -$50.8K | 0.15% | 134 |
|
|
2024
Q2 | $1.16M | Sell |
7,592
-1,629
| -18% | -$249K | 0.14% | 145 |
|
|
2024
Q1 | $1.44M | Sell |
9,221
-403
| -4% | -$62.8K | 0.16% | 131 |
|
|
2023
Q4 | $1.4M | Hold |
9,624
| – | – | 0.2% | 107 |
|
|
2023
Q3 | $1.29M | Buy |
+9,624
| New | +$1.29M | 0.2% | 111 |
|