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

Arete Wealth 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
2020 Q3	–	Sell	-2,627	Closed	-$268K	–	404
2020 Q2	$268K	Sell	2,627 -27,502	-91%	-$2.73M	0.05%	309
2020 Q1	$2.73M	Sell	30,129 -2,100	-7%	-$229K	0.54%	38
2019 Q4	$3.68M	Buy	32,229 +1,927	+6%	+$216K	0.64%	32
2019 Q3	$3.38M	Buy	30,302 +2,733	+10%	+$301K	0.65%	31
2019 Q2	$2.97M	Buy	27,569 +8,807	+47%	+$917K	0.58%	41
2019 Q1	$1.88M	Buy	18,762 +11,338	+153%	+$1.09M	0.39%	61
2018 Q4	$661K	Buy	+7,424	New	+$694K	0.16%	160

Other funds holding LGLV

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

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

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

RJFSA

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

CAL

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

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

BWFA

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

Arete Wealth Advisors's LGLV Position: Q3 2020 in Review

Arete Wealth Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 2,627 shares — an estimated $268K sold.

Arete Wealth Advisors first reported a position in LGLV in Q4 2018 and held it in 7 quarters. The position peaked at $3.68M in Q4 2019. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

Arete Wealth Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Arete Wealth Advisors sold 2,627 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $268K.
Arete Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and held it in 7 quarters.
Arete Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.68M in Q4 2019.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on Arete Wealth Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.