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

CXI 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
2019 Q4	$26K	Buy	+228	New	+$25.5K	0.06%	40

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 $2.19B AUM 21.28% 1-Year Est. Return

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 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

CXI Advisors's LGLV Position: Q4 2019 in Review

CXI Advisors opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2019: 228 shares worth $26K. The stake represents 0.06% of the portfolio and ranks #40 among its holdings.

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

CXI Advisors held 228 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $26K as of Q4 2019.
State Street SPDR US Large Cap Low Volatility Index ETF was a new CXI Advisors position in Q4 2019.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.06% of CXI Advisors's portfolio in Q4 2019, its #40 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 CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.