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

Fulcrum Equity 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 Q4	–	Sell	-20,300	Closed	-$2.71M	–	196
2021 Q3	$2.71M	Buy	+20,300	New	+$2.81M	1.05%	30
2019 Q4	–	Sell	-1,909	Closed	-$213K	–	167
2019 Q3	$213K	Buy	+1,909	New	+$210K	0.11%	81

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Fulcrum Equity Management's LGLV Position: Q4 2021 in Review

Fulcrum Equity Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2021, closing a stake of 20,300 shares — an estimated $2.71M sold.

Fulcrum Equity Management first reported a position in LGLV in Q3 2019 and held it in 2 quarters. The position peaked at $2.71M in Q3 2021. 132 funds tracked by Wall St. Rank hold LGLV as of Q4 2021.

Fulcrum Equity Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2021 after selling out during the quarter.
Fulcrum Equity Management sold 20,300 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2021, an estimated $2.71M.
Fulcrum Equity Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 2 quarters.
Fulcrum Equity Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.71M in Q3 2021.
132 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2021.

Based on Fulcrum Equity Management's 13F filing for Q4 2021, filed 25 Jan 2022.