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

Austin Private Wealth’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	-6,465	Closed	-$586K	–	95
2020 Q1	$586K	Buy	6,465 +2,032	+46%	+$222K	0.35%	32
2019 Q4	$506K	Buy	+4,433	New	+$496K	0.26%	38

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

Austin Private Wealth's LGLV Position: Q2 2020 in Review

Austin Private Wealth sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 6,465 shares — an estimated $586K sold.

Austin Private Wealth first reported a position in LGLV in Q4 2019 and held it in 2 quarters. The position peaked at $586K in Q1 2020. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

Austin Private Wealth reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
Austin Private Wealth sold 6,465 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $586K.
Austin Private Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 2 quarters.
Austin Private Wealth's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $586K 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 Austin Private Wealth's 13F filing for Q2 2020, filed 7 Aug 2020.