Archford Capital Strategies’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Archford Capital Strategies’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
2020 Q2	–	Sell	-2,322	Closed	-$210K	–	252
2020 Q1	$210K	Buy	+2,322	New	+$254K	0.08%	204
2019 Q3	–	Sell	-93	Closed	-$10K	–	386
2019 Q2	$10K	Buy	+93	New	+$9.69K	﹤0.01%	404

Other funds holding LGLV

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

HAS

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Archford Capital Strategies's LGLV Position: Q2 2020 in Review

Archford Capital Strategies sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 2,322 shares — an estimated $210K sold.

Archford Capital Strategies first reported a position in LGLV in Q2 2019 and held it in 2 quarters. The position peaked at $210K in Q1 2020. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

Archford Capital Strategies reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
Archford Capital Strategies sold 2,322 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $210K.
Archford Capital Strategies first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 2 quarters.
Archford Capital Strategies's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $210K in Q1 2020.
121 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2020.

Based on Archford Capital Strategies's 13F filing for Q2 2020, filed 24 Jul 2020.