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

Tucker 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
2024 Q3	–	Sell	-10	Closed	-$1.53K	–	1589
2024 Q2	$1.53K	Hold	10	–	–	﹤0.01%	1378
2024 Q1	$1.56K	Sell	10 -176	-95%	-$26.3K	﹤0.01%	1364
2023 Q4	$27K	Buy	186 +162	+675%	+$22.4K	0.01%	462
2023 Q3	$3.21K	Buy	24 +14	+140%	+$1.95K	﹤0.01%	931
2023 Q2	$1.41K	Hold	10	–	–	﹤0.01%	912
2023 Q1	$1.37K	Hold	10	–	–	﹤0.01%	946
2022 Q4	$1.37K	Hold	10	–	–	﹤0.01%	607
2022 Q3	$1.33K	Hold	10	–	–	﹤0.01%	621
2022 Q2	$1.31K	Hold	10	–	–	﹤0.01%	487
2022 Q1	$1.44K	Hold	10	–	–	﹤0.01%	467
2021 Q4	$1.5K	Hold	10	–	–	﹤0.01%	380
2021 Q3	$1.43K	Hold	10	–	–	﹤0.01%	313
2021 Q2	$1.33K	Hold	10	–	–	﹤0.01%	292
2021 Q1	$1.25K	Hold	10	–	–	﹤0.01%	279
2020 Q4	$1.2K	Buy	+10	New	+$1.15K	﹤0.01%	295

Other funds holding LGLV

SPWG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Tucker Asset Management's LGLV Position: Q3 2024 in Review

Tucker Asset Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2024, closing a stake of 10 shares — an estimated $1.53K sold.

Tucker Asset Management first reported a position in LGLV in Q4 2020 and held it in 15 quarters. The position peaked at $27K in Q4 2023. 154 funds tracked by Wall St. Rank hold LGLV as of Q3 2024.

Tucker Asset Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 10 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2024, an estimated $1.53K.
Tucker Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 15 quarters.
Tucker Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $27K in Q4 2023.
154 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.