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

Financial Gravity Asset 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 Q1	–	Sell	-6,477	Closed	-$896	–	964
2021 Q4	$896	Sell	6,477 -170	-3%	-$24.4K	0.02%	400
2021 Q3	$884K	Sell	6,647 -1,627	-20%	-$225K	0.42%	41
2021 Q2	$1.1M	Sell	8,274 -3,931	-32%	-$520K	0.39%	64
2021 Q1	$1.53K	Sell	12,205 -4,022	-25%	-$487K	0.03%	256
2020 Q4	$1.95M	Buy	+16,227	New	+$1.86M	1.78%	22
2020 Q2	–	Sell	-55,691	Closed	-$5.05K	–	486
2020 Q1	$5.05K	Sell	55,691 -1,085	-2%	-$119K	0.02%	326
2019 Q4	$6.48M	Buy	56,776 +15,616	+38%	+$1.75M	4.47%	1
2019 Q3	$4.59M	Buy	41,160 +29,329	+248%	+$3.23M	3.95%	2
2019 Q2	$1.27M	Buy	+11,831	New	+$1.23M	1.05%	17

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

RJFSA

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

Financial Gravity Asset Management's LGLV Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2022, closing a stake of 6,477 shares — an estimated $896 sold.

Financial Gravity Asset Management first reported a position in LGLV in Q2 2019 and held it in 9 quarters. The position peaked at $6.48M in Q4 2019. 127 funds tracked by Wall St. Rank hold LGLV as of Q1 2022.

Financial Gravity Asset Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 6,477 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2022, an estimated $896.
Financial Gravity Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 9 quarters.
Financial Gravity Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6.48M in Q4 2019.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.