Trek Financial’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
1,603
+8
| +0.5% | +$1.4K | 0.02% | 355 |
|
|
2025
Q1 | $278K | Buy |
1,595
+7
| +0.4% | +$1.22K | 0.02% | 324 |
|
|
2024
Q4 | $262K | Buy |
1,588
+9
| +0.6% | +$1.49K | 0.02% | 353 |
|
|
2024
Q3 | $267K | Hold |
1,579
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $241K | Hold |
1,579
| – | – | 0.02% | 342 |
|
|
2024
Q1 | $246K | Hold |
1,579
| – | – | 0.02% | 339 |
|
|
2023
Q4 | $229K | Hold |
1,579
| – | – | 0.02% | 272 |
|
|
2023
Q3 | $211K | Hold |
1,579
| – | – | 0.02% | 263 |
|
|
2023
Q2 | $222K | Buy |
+1,579
| New | +$222K | 0.02% | 241 |
|