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

Capital Analysts LLC’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
Q4 		– Sell
-63,365
Closed -$6.87M – 776
2020
Q3 		$6.87M Sell
63,365
-10,724
-14% -$1.15M 0.65% 25
2020
Q2 		$7.56M Sell
74,089
-2,083
-3% -$207K 0.79% 23
2020
Q1 		$6.9M Buy
76,172
+11,868
+18% +$1.3M 0.85% 23
2019
Q4 		$7.34M Buy
64,304
+1,175
+2% +$131K 0.73% 26
2019
Q3 		$7.04M Buy
63,129
+3,746
+6% +$413K 0.74% 26
2019
Q2 		$6.39M Buy
59,383
+265
+0.4% +$27.6K 0.7% 25
2019
Q1 		$5.93M Buy
59,118
+397
+0.7% +$38K 0.69% 21
2018
Q4 		$5.23M Buy
58,721
+746
+1% +$69.7K 0.69% 20
2018
Q3 		$5.63M Buy
57,975
+6,553
+13% +$624K 0.64% 23
2018
Q2 		$4.64M Buy
51,422
+1,648
+3% +$148K 0.55% 29
2018
Q1 		$4.48M Buy
49,774
+2,870
+6% +$261K 0.55% 24
2017
Q4 		$4.25M Buy
46,904
+3,032
+7% +$276K 0.53% 27
2017
Q3 		$3.89M Buy
43,872
+4,962
+13% +$434K 0.52% 30
2017
Q2 		$3.37M Buy
38,910
+4,094
+12% +$351K 0.48% 33
2017
Q1 		$2.94M Buy
34,816
+3,619
+12% +$301K 0.46% 39
2016
Q4 		$2.51M Buy
31,197
+9,184
+42% +$725K 0.44% 66
2016
Q3 		$1.75M Buy
22,013
+16,933
+333% +$1.37M 0.33% 74
2016
Q2 		$405K Buy
+5,080
New +$395K 0.08% 147

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Capital Analysts LLC's LGLV Position: Q4 2020 in Review

Capital Analysts LLC sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2020, closing a stake of 63,365 shares — an estimated $6.87M sold.

Capital Analysts LLC first reported a position in LGLV in Q2 2016 and held it in 18 quarters. The position peaked at $7.56M in Q2 2020. 118 funds tracked by Wall St. Rank hold LGLV as of Q4 2020.

  • Capital Analysts LLC reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2020 after selling out during the quarter.
  • Capital Analysts LLC sold 63,365 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2020, an estimated $6.87M.
  • Capital Analysts LLC first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2016 and held it in 18 quarters.
  • Capital Analysts LLC's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $7.56M in Q2 2020.
  • 118 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2020.

Based on Capital Analysts LLC's 13F filing for Q4 2020, filed 16 Feb 2021.