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

WealthShield Partners’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	-67	Closed	-$9.17K	–	497
2023 Q1	$9.17K	Buy	+67	New	+$9.13K	﹤0.01%	445
2021 Q3	–	Sell	-132	Closed	-$18K	–	509
2021 Q2	$18K	Hold	132	–	–	﹤0.01%	667
2021 Q1	$16K	Buy	+132	New	+$16K	﹤0.01%	707
2020 Q4	–	Sell	-690	Closed	-$75K	–	357
2020 Q3	$75K	Sell	690 -185	-21%	-$19.9K	0.03%	286
2020 Q2	$89K	Buy	875 +1	+0.1%	+$99	0.04%	229
2020 Q1	$79K	Buy	874 +261	+43%	+$28.5K	0.05%	176
2019 Q4	$70K	Buy	613 +31	+5%	+$3.47K	0.03%	202
2019 Q3	$65K	Buy	+582	New	+$64.1K	0.03%	191
2019 Q2	–	Sell	-317	Closed	-$32K	–	257
2019 Q1	$32K	Buy	317 +22	+7%	+$2.11K	0.02%	207
2018 Q4	$26K	Buy	+295	New	+$27.6K	0.02%	182

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

WealthShield Partners's LGLV Position: Q2 2023 in Review

WealthShield Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2023, closing a stake of 67 shares — an estimated $9.17K sold.

WealthShield Partners first reported a position in LGLV in Q4 2018 and held it in 10 quarters. The position peaked at $89K in Q2 2020. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

WealthShield Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
WealthShield Partners sold 67 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2023, an estimated $9.17K.
WealthShield Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 10 quarters.
WealthShield Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $89K in Q2 2020.
164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on WealthShield Partners's 13F filing for Q2 2023, filed 3 Aug 2023.