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

VitalStone Financial’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 Q2	–	Sell	-14,288	Closed	-$2.15M	–	978
2023 Q1	$2.15M	Buy	+14,288	New	+$1.95M	1.77%	13

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

FAT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VitalStone Financial's LGLV Position: Q2 2023 in Review

VitalStone Financial sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2023, closing a stake of 14,288 shares — an estimated $2.15M sold.

VitalStone Financial first reported a position in LGLV in Q1 2023 and held it in 1 quarter. The position peaked at $2.15M in Q1 2023. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

VitalStone Financial reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
VitalStone Financial sold 14,288 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2023, an estimated $2.15M.
VitalStone Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and held it in 1 quarter.
VitalStone Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.15M in Q1 2023.
164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.