Donor Advised Charitable Giving’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Donor Advised Charitable Giving’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
2021 Q4	–	Sell	-7,100	Closed	-$947K	–	55
2021 Q3	$947K	Hold	7,100	–	–	0.17%	21
2021 Q2	$945K	Sell	7,100 -1,075	-13%	-$142K	0.11%	73
2021 Q1	$1.02M	Buy	+8,175	New	+$990K	0.11%	69

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 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

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

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

BWFA

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

Donor Advised Charitable Giving's LGLV Position: Q4 2021 in Review

Donor Advised Charitable Giving sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2021, closing a stake of 7,100 shares — an estimated $947K sold.

Donor Advised Charitable Giving first reported a position in LGLV in Q1 2021 and held it in 3 quarters. The position peaked at $1.02M in Q1 2021. 132 funds tracked by Wall St. Rank hold LGLV as of Q4 2021.

Donor Advised Charitable Giving reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2021 after selling out during the quarter.
Donor Advised Charitable Giving sold 7,100 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2021, an estimated $947K.
Donor Advised Charitable Giving first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2021 and held it in 3 quarters.
Donor Advised Charitable Giving's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.02M in Q1 2021.
132 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2021.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2021, filed 19 Jan 2022.