First Allied Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

First Allied Advisory Services’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	$1.05M	Sell	9,722 -684	-7%	-$73.6K	0.04%	464
2020 Q2	$1.06M	Buy	10,406 +697	+7%	+$69.2K	0.04%	429
2020 Q1	$880K	Buy	9,709 +1,097	+13%	+$120K	0.04%	423
2019 Q4	$983K	Buy	8,612 +2,164	+34%	+$242K	0.03%	477
2019 Q3	$716K	Buy	6,448 +2,031	+46%	+$224K	0.03%	563
2019 Q2	$476K	Buy	4,417 +1,347	+44%	+$140K	0.02%	698
2019 Q1	$307K	Buy	+3,070	New	+$294K	0.01%	869
2018 Q1	–	Sell	-1,706	Closed	-$153K	–	1338
2017 Q4	$153K	Buy	+1,706	New	+$155K	0.01%	1135

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 $2.19B AUM 21.28% 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

First Allied Advisory Services's LGLV Position: Q3 2020 in Review

First Allied Advisory Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 6.6% in Q3 2020, selling an estimated $73.6K and leaving 9,722 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #464.

First Allied Advisory Services first reported a position in LGLV in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.06M in Q2 2020. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

First Allied Advisory Services held 9,722 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.05M as of Q3 2020.
First Allied Advisory Services sold 684 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $73.6K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of First Allied Advisory Services's portfolio in Q3 2020, its #464 holding.
First Allied Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2017 and has held it in 8 quarters since.
First Allied Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.06M 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 First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.