Cascadia Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Cascadia Advisory Services’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
2019 Q4	$392K	Buy	+3,431	New	+$384K	0.11%	152

Other funds holding LGLV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

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

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

BSAM

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

HAS

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

Cascadia Advisory Services's LGLV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2019: 3,431 shares worth $392K. The stake represents 0.11% of the portfolio and ranks #152 among its holdings.

141 funds tracked by Wall St. Rank hold LGLV as of Q4 2019.

Cascadia Advisory Services held 3,431 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $392K as of Q4 2019.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Cascadia Advisory Services position in Q4 2019.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.11% of Cascadia Advisory Services's portfolio in Q4 2019, its #152 holding.
141 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.