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

Friedenthal Financial’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	-3,383	Closed	-$377K	–	54
2019 Q3	$377K	Sell	3,383 -97	-3%	-$10.7K	0.3%	43
2019 Q2	$375K	Buy	+3,480	New	+$362K	0.32%	46

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

Friedenthal Financial's LGLV Position: Q4 2019 in Review

Friedenthal Financial sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2019, closing a stake of 3,383 shares — an estimated $377K sold.

Friedenthal Financial first reported a position in LGLV in Q2 2019 and held it in 2 quarters. The position peaked at $377K in Q3 2019. 141 funds tracked by Wall St. Rank hold LGLV as of Q4 2019.

Friedenthal Financial reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2019 after selling out during the quarter.
Friedenthal Financial sold 3,383 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2019, an estimated $377K.
Friedenthal Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 2 quarters.
Friedenthal Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $377K in Q3 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 Friedenthal Financial's 13F filing for Q4 2019, filed 28 Jan 2020.