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

Executive Wealth 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
2019 Q4	–	Sell	-31,949	Closed	-$3.56M	–	159
2019 Q3	$3.56M	Sell	31,949 -2,152	-6%	-$237K	0.54%	45
2019 Q2	$3.67M	Buy	+34,101	New	+$3.55M	0.52%	51

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 $1.93B AUM 18.43% 1-Year Est. Return

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 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

Executive Wealth Management's LGLV Position: Q4 2019 in Review

Executive Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2019, closing a stake of 31,949 shares — an estimated $3.56M sold.

Executive Wealth Management first reported a position in LGLV in Q2 2019 and held it in 2 quarters. The position peaked at $3.67M in Q2 2019. 141 funds tracked by Wall St. Rank hold LGLV as of Q4 2019.

Executive Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2019 after selling out during the quarter.
Executive Wealth Management sold 31,949 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2019, an estimated $3.56M.
Executive Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 2 quarters.
Executive Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.67M in Q2 2019.
141 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.