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

Strategic Asset 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	$663K	Buy	5,372 +502	+10%	+$67.8K	1.15%	16
2022 Q2	$638K	Buy	4,870 +741	+18%	+$102K	1.02%	20
2022 Q1	$593K	Buy	+4,129	New	+$579K	0.84%	22

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

Strategic Asset Management's LGLV Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 10% in Q3 2022, buying an estimated $67.8K and bringing the position to 5,372 shares worth $663K. The position accounts for 1.15% of the portfolio, ranked #16.

Strategic Asset Management first reported a position in LGLV in Q1 2022 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

Strategic Asset Management held 5,372 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $663K as of Q3 2022.
Strategic Asset Management bought 502 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $67.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 1.15% of Strategic Asset Management's portfolio in Q3 2022, its #16 holding.
Strategic Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and has held it in 3 quarters since.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.