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

Catalyst 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 Q4	–	Sell	-499	Closed	-$54K	–	176
2020 Q3	$54K	Buy	+499	New	+$53.7K	0.05%	109

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Catalyst Private Wealth's LGLV Position: Q4 2020 in Review

Catalyst Private Wealth sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2020, closing a stake of 499 shares — an estimated $54K sold.

Catalyst Private Wealth first reported a position in LGLV in Q3 2020 and held it in 1 quarter. The position peaked at $54K in Q3 2020. 118 funds tracked by Wall St. Rank hold LGLV as of Q4 2020.

Catalyst Private Wealth reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 499 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2020, an estimated $54K.
Catalyst Private Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $54K in Q3 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 Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.