D.A. Davidson & Co’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

D.A. Davidson & Co’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 Q3	–	Sell	-9,977	Closed	-$1.02M	–	969
2020 Q2	$1.02M	Buy	9,977 +721	+8%	+$71.6K	0.02%	438
2020 Q1	$839K	Buy	+9,256	New	+$1.01M	0.02%	478
2017 Q1	–	Sell	-70	Closed	-$5K	–	2418
2016 Q4	$5K	Hold	70	–	–	﹤0.01%	2257
2016 Q3	$5K	Buy	+70	New	+$5.65K	﹤0.01%	2191

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

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

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

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

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

RJFSA

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

D.A. Davidson & Co's LGLV Position: Q3 2020 in Review

D.A. Davidson & Co sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 9,977 shares — an estimated $1.02M sold.

D.A. Davidson & Co first reported a position in LGLV in Q3 2016 and held it in 4 quarters. The position peaked at $1.02M in Q2 2020. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

D.A. Davidson & Co reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
D.A. Davidson & Co sold 9,977 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $1.02M.
D.A. Davidson & Co first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2016 and held it in 4 quarters.
D.A. Davidson & Co's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.02M in Q2 2020.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on D.A. Davidson & Co's 13F filing for Q3 2020, filed 2 Nov 2020.