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

Advisor Group’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
2019 Q4	$535K	Sell	4,695 -7,283	-61%	-$815K	﹤0.01%	1619
2019 Q3	$1.33M	Buy	11,978 +286	+2%	+$31.5K	0.01%	978
2019 Q2	$1.26M	Buy	11,692 +10,098	+634%	+$1.05M	0.01%	980
2019 Q1	$161K	Sell	1,594 -488	-23%	-$46.7K	﹤0.01%	2458
2018 Q4	$186K	Buy	2,082 +1,268	+156%	+$118K	﹤0.01%	2141
2018 Q3	$79K	Sell	814 -381	-32%	-$36.3K	﹤0.01%	2930
2018 Q2	$107K	Buy	1,195 +94	+9%	+$8.46K	﹤0.01%	2472
2018 Q1	$99K	Buy	1,101 +143	+15%	+$13K	﹤0.01%	2564
2017 Q4	$87K	Buy	958 +423	+79%	+$38.5K	﹤0.01%	2678
2017 Q3	$48K	Buy	535 +99	+23%	+$8.66K	﹤0.01%	2973
2017 Q2	$38K	Buy	436 +243	+126%	+$20.8K	﹤0.01%	3028
2017 Q1	$16K	Buy	193 +155	+408%	+$12.9K	﹤0.01%	3494
2016 Q4	$3K	Buy	+38	New	+$3K	﹤0.01%	4114

Other funds holding LGLV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Advisor Group's LGLV Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 61% in Q4 2019, selling an estimated $815K and leaving 4,695 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Advisor Group first reported a position in LGLV in Q4 2016 and has held it in 13 quarters since. The position peaked at $1.33M in Q3 2019. 141 funds tracked by Wall St. Rank hold LGLV as of Q4 2019.

Advisor Group held 4,695 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $535K as of Q4 2019.
Advisor Group sold 7,283 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2019, an estimated $815K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1619 holding.
Advisor Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2016 and has held it in 13 quarters since.
Advisor Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.33M in Q3 2019.
141 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.