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
2021 Q3	$884K	Sell	6,647 -1,627	-20%	-$225K	0.42%	41
2021 Q2	$1.1M	Buy	+8,274	New	+$1.09M	0.39%	64
2020 Q4	$1.95M	Buy	+16,227	New	+$1.86M	1.78%	22
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 $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 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: Q3 2021 in Review

Financial Gravity Asset Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 20% in Q3 2021, selling an estimated $225K and leaving 6,647 shares worth $884K. The position accounts for 0.42% of the portfolio, ranked #41.

Financial Gravity Asset Management first reported a position in LGLV in Q2 2019 and has held it in 6 quarters since. The position peaked at $6.48M in Q4 2019. 115 funds tracked by Wall St. Rank hold LGLV as of Q3 2021.

Financial Gravity Asset Management held 6,647 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $884K as of Q3 2021.
Financial Gravity Asset Management sold 1,627 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2021, an estimated $225K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.42% of Financial Gravity Asset Management's portfolio in Q3 2021, its #41 holding.
Financial Gravity Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 6 quarters since.
Financial Gravity Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6.48M in Q4 2019.
115 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.