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

Future Financial Wealth 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 Q2	–	Sell	-200	Closed	-$29K	–	314
2022 Q1	$29K	Hold	200	–	–	0.02%	330
2021 Q4	$30K	Buy	+200	New	+$28.7K	0.02%	333

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

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

RJFSA

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Future Financial Wealth Management's LGLV Position: Q2 2022 in Review

Future Financial Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2022, closing a stake of 200 shares — an estimated $29K sold.

Future Financial Wealth Management first reported a position in LGLV in Q4 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 129 funds tracked by Wall St. Rank hold LGLV as of Q2 2022.

Future Financial Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 200 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2022, an estimated $29K.
Future Financial Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $30K in Q4 2021.
129 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.