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

Brendel Financial 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 Q1	–	Sell	-4,076	Closed	-$465K	–	77
2019 Q4	$465K	Buy	4,076 +7	+0.2%	+$783	0.4%	59
2019 Q3	$454K	Buy	+4,069	New	+$448K	0.41%	57

Other funds holding LGLV

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

CFD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BSAM

Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return

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

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

Brendel Financial Advisors's LGLV Position: Q1 2020 in Review

Brendel Financial Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 4,076 shares — an estimated $465K sold.

Brendel Financial Advisors first reported a position in LGLV in Q3 2019 and held it in 2 quarters. The position peaked at $465K in Q4 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

Brendel Financial Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
Brendel Financial Advisors sold 4,076 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $465K.
Brendel Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 2 quarters.
Brendel Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $465K in Q4 2019.
139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2020.

Based on Brendel Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.