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Spdr Tr russell 1000 lowvol shares owned by Berkeley

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Berkeley from 13F filings

Historical chart of Berkeley investment in Spdr Tr russell 1000 lowvol

Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025500k600k700k800k300040005000
Value ($)Share countHistorical LGLV position of Berkeley Source: stockzoa.comValue ($)Share count

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All positions including Spdr Tr russell 1000 lowvol held by Berkeley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Tr russell 1000 lowvol by Berkeley

Quarter filed Position value Share count Share price at filing
2024-12-31 $500k 3.0k 165.22
2024-09-30 $526k 3.1k 169.22
2024-06-30 $473k 3.1k 152.56
2024-03-31 $510k 3.3k 155.76
2023-12-31 $580k 4.0k 145.02
2023-09-30 $545k 4.1k 133.54
2023-06-30 $572k 4.1k 140.60
2023-03-31 $555k 4.1k 136.80
2022-12-31 $549k 4.0k 135.62
2022-09-30 $498k 4.0k 123.40
2022-06-30 $529k 4.0k 130.96
2022-03-31 $631k 4.4k 143.69
2021-12-31 $829k 5.5k 150.65
2021-09-30 $734k 5.5k 133.39
2021-06-30 $730k 5.5k 133.11
2021-03-31 $685k 5.5k 125.33
2020-12-31 $662k 5.5k 119.96