Number of Shares
30,370.00
Current Holdings Value*
$5.30 Mil
% of Portfolio
2.1%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
27.26%

HF Advisory Group, LLC's SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary

As of 2025-06-30, HF Advisory Group, LLC held 30,370.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $5.30 Mil. This investment constitutes 2.1% of their stock portfolio, and HF Advisory Group, LLC now holds 0.48% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.

The initial trade took place in 2022Q4. And since then HF Advisory Group, LLC has made 7 purchases of LGLV, at an average price of $135.02, for a total of 34,601.00 shares. In addition, there have been 3 sales at an average price of $152.15 for 4,231.00 shares. Based on historical transaction data and LGLV's current price of $174.57, HF Advisory Group, LLC's estimated gain on his LGLV holdings is $1.27 Mil, reflecting a 27.26% gain to date.

HF Advisory Group, LLC LGLV ($174.57) Holding Chart

HF Advisory Group, LLC LGLV ($174.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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