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

Wealth Management Resources’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 Q3	–	Sell	-1,452	Closed	-$204K	–	42
2023 Q2	$204K	Sell	1,452 -2,688	-65%	-$370K	0.12%	37
2023 Q1	$483K	Buy	4,140 +1,005	+32%	+$137K	0.3%	32
2022 Q4	$425K	Buy	3,135 +10	+0.3%	+$1.33K	0.28%	35
2022 Q3	$385K	Buy	3,125 +9	+0.3%	+$1.22K	0.26%	33
2022 Q2	$408K	Buy	3,116 +16	+0.5%	+$2.19K	0.25%	33
2022 Q1	$445K	Sell	3,100 -2,156	-41%	-$302K	0.31%	33
2021 Q4	$792K	Buy	+5,256	New	+$753K	0.51%	26

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GKWIM

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

BWFA

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

AIM

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

Wealth Management Resources's LGLV Position: Q3 2023 in Review

Wealth Management Resources sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2023, closing a stake of 1,452 shares — an estimated $204K sold.

Wealth Management Resources first reported a position in LGLV in Q4 2021 and held it in 7 quarters. The position peaked at $792K in Q4 2021. 172 funds tracked by Wall St. Rank hold LGLV as of Q3 2023.

Wealth Management Resources reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2023 after selling out during the quarter.
Wealth Management Resources sold 1,452 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2023, an estimated $204K.
Wealth Management Resources first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and held it in 7 quarters.
Wealth Management Resources's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $792K in Q4 2021.
172 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2023.

Based on Wealth Management Resources's 13F filing for Q3 2023, filed 25 Oct 2023.