GFPC
LGLV icon

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

Global Financial Private Capital’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
Q3 		– Sell
-55
Closed -$6K – 425
2019
Q2 		$6K Buy
+55
New +$5.73K ﹤0.01% 390

Other funds holding LGLV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
Morgan Stanley
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
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Global Financial Private Capital's LGLV Position: Q3 2019 in Review

Global Financial Private Capital sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2019, closing a stake of 55 shares — an estimated $6K sold.

Global Financial Private Capital first reported a position in LGLV in Q2 2019 and held it in 1 quarter. The position peaked at $6K in Q2 2019. 114 funds tracked by Wall St. Rank hold LGLV as of Q3 2019.

  • Global Financial Private Capital reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 55 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2019, an estimated $6K.
  • Global Financial Private Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 1 quarter.
  • Global Financial Private Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6K in Q2 2019.
  • 114 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2019.

Based on Global Financial Private Capital's 13F filing for Q3 2019, filed 13 Nov 2019.