Sigma Planning Corp’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-4,308	Closed	-$575K	–	1040
2023 Q3	$575K	Buy	+4,308	New	+$601K	0.02%	646
2020 Q3	–	Sell	-2,759	Closed	-$282K	–	1117
2020 Q2	$282K	Buy	2,759 +62	+2%	+$6.15K	0.01%	798
2020 Q1	$244K	Sell	2,697 -726	-21%	-$79.3K	0.01%	720
2019 Q4	$391K	Buy	+3,423	New	+$383K	0.02%	682

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Sigma Planning Corp's LGLV Position: Q4 2023 in Review

Sigma Planning Corp sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2023, closing a stake of 4,308 shares — an estimated $575K sold.

Sigma Planning Corp first reported a position in LGLV in Q4 2019 and held it in 4 quarters. The position peaked at $575K in Q3 2023. 178 funds tracked by Wall St. Rank hold LGLV as of Q4 2023.

Sigma Planning Corp reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 4,308 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2023, an estimated $575K.
Sigma Planning Corp first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 4 quarters.
Sigma Planning Corp's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $575K in Q3 2023.
178 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.