Clear Creek Financial Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Clear Creek Financial Management’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
2022 Q2	–	Sell	-2,166	Closed	-$311K	–	344
2022 Q1	$311K	Sell	2,166 -207	-9%	-$29K	0.05%	242
2021 Q4	$358K	Sell	2,373 -56	-2%	-$8.02K	0.05%	230
2021 Q3	$324K	Sell	2,429 -59	-2%	-$8.16K	0.05%	230
2021 Q2	$331K	Buy	+2,488	New	+$329K	0.05%	221
2021 Q1	–	Sell	-3,214	Closed	-$385K	–	169
2020 Q4	$385K	Buy	+3,214	New	+$369K	0.07%	209
2020 Q3	–	Sell	-3,667	Closed	-$374K	–	180
2020 Q2	$374K	Buy	+3,667	New	+$364K	0.1%	150

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Clear Creek Financial Management's LGLV Position: Q2 2022 in Review

Clear Creek Financial Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2022, closing a stake of 2,166 shares — an estimated $311K sold.

Clear Creek Financial Management first reported a position in LGLV in Q2 2020 and held it in 6 quarters. The position peaked at $385K in Q4 2020. 129 funds tracked by Wall St. Rank hold LGLV as of Q2 2022.

Clear Creek Financial Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 2,166 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2022, an estimated $311K.
Clear Creek Financial Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2020 and held it in 6 quarters.
Clear Creek Financial Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $385K in Q4 2020.
129 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.