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

Almanack Investment 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
2022 Q3	–	Sell	-57,421	Closed	-$7.52M	–	847
2022 Q2	$7.52M	Buy	+57,421	New	+$7.87M	0.75%	23
2022 Q1	–	Sell	-85,298	Closed	-$12.9M	–	516
2021 Q4	$12.9M	Buy	+85,298	New	+$12.2M	1.04%	18
2021 Q3	–	Sell	-4,167	Closed	-$555K	–	534
2021 Q2	$555K	Buy	+4,167	New	+$551K	0.05%	212
2020 Q3	–	Sell	-8,242	Closed	-$841K	–	382
2020 Q2	$841K	Buy	+8,242	New	+$818K	0.15%	76

Other funds holding LGLV

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

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

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

BWFA

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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Almanack Investment Partners's LGLV Position: Q3 2022 in Review

Almanack Investment Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2022, closing a stake of 57,421 shares — an estimated $7.52M sold.

Almanack Investment Partners first reported a position in LGLV in Q2 2020 and held it in 4 quarters. The position peaked at $12.9M in Q4 2021. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

Almanack Investment Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
Almanack Investment Partners sold 57,421 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $7.52M.
Almanack Investment Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2020 and held it in 4 quarters.
Almanack Investment Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $12.9M in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.