Tacita Capital’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Tacita Capital’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 Q1	–	Sell	-230	Closed	-$31K	–	191
2022 Q4	$31K	Hold	230	–	–	0.02%	157
2022 Q3	$28K	Sell	230 -85	-27%	-$11.5K	0.02%	155
2022 Q2	$41K	Hold	315	–	–	0.03%	149
2022 Q1	$45K	Hold	315	–	–	0.03%	150
2021 Q4	$47K	Hold	315	–	–	0.03%	151
2021 Q3	$42K	Hold	315	–	–	0.03%	151
2021 Q2	$42K	Hold	315	–	–	0.03%	155
2021 Q1	$39K	Sell	315 -490	-61%	-$59.4K	0.03%	160
2020 Q4	$97K	Buy	+805	New	+$92.4K	0.06%	108

Other funds holding LGLV

SPWG

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

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 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Tacita Capital's LGLV Position: Q1 2023 in Review

Tacita Capital sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2023, closing a stake of 230 shares — an estimated $31K sold.

Tacita Capital first reported a position in LGLV in Q4 2020 and held it in 9 quarters. The position peaked at $97K in Q4 2020. 146 funds tracked by Wall St. Rank hold LGLV as of Q1 2023.

Tacita Capital reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Tacita Capital sold 230 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2023, an estimated $31K.
Tacita Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 9 quarters.
Tacita Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $97K in Q4 2020.
146 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2023.

Based on Tacita Capital's 13F filing for Q1 2023, filed 11 May 2023.