American Portfolios Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

American Portfolios Advisors’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	$25.7K	Buy	208 +1	+0.5%	+$135	﹤0.01%	2060
2022 Q2	$27.1K	Buy	207 +1	+0.5%	+$137	﹤0.01%	2073
2022 Q1	$29.6K	Hold	206	–	–	﹤0.01%	2155
2021 Q4	$31K	Sell	206 -7	-3%	-$1K	﹤0.01%	2114
2021 Q3	$28.4K	Sell	213 -2,735	-93%	-$378K	﹤0.01%	2099
2021 Q2	$392K	Buy	2,948 +1,438	+95%	+$190K	0.02%	827
2021 Q1	$189K	Buy	1,510 +319	+27%	+$38.6K	0.01%	1042
2020 Q4	$143K	Buy	1,191 +319	+37%	+$36.6K	0.01%	1014
2020 Q3	$94.5K	Buy	872 +208	+31%	+$22.4K	0.01%	1078
2020 Q2	$67.8K	Buy	664 +82	+14%	+$8.14K	﹤0.01%	1175
2020 Q1	$52.7K	Buy	582 +66	+13%	+$7.21K	﹤0.01%	1138
2019 Q4	$58.9K	Buy	516 +251	+95%	+$28.1K	﹤0.01%	1281
2019 Q3	$29.5K	Buy	+265	New	+$29.2K	﹤0.01%	1502

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

American Portfolios Advisors's LGLV Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.48% in Q3 2022, buying an estimated $135 and bringing the position to 208 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

American Portfolios Advisors first reported a position in LGLV in Q3 2019 and has held it in 13 quarters since. The position peaked at $392K in Q2 2021. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

American Portfolios Advisors held 208 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $25.7K as of Q3 2022.
American Portfolios Advisors bought 1 State Street SPDR US Large Cap Low Volatility Index ETF share in Q3 2022, an estimated $135.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2060 holding.
American Portfolios Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 13 quarters since.
American Portfolios Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $392K in Q2 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 American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.