Wilbanks Smith & Thomas Asset Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Wilbanks Smith & Thomas 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
2023 Q4	–	Sell	-12,333	Closed	-$1.65M	–	529
2023 Q3	$1.65M	Buy	+12,333	New	+$1.72M	0.06%	178

Other funds holding LGLV

SPWG

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

CWM

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

BWFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LGLV Position: Q4 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2023, closing a stake of 12,333 shares — an estimated $1.65M sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LGLV in Q3 2023 and held it in 1 quarter. The position peaked at $1.65M in Q3 2023. 178 funds tracked by Wall St. Rank hold LGLV as of Q4 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 12,333 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2023, an estimated $1.65M.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.65M in Q3 2023.
178 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.