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

HBW 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
2021 Q1	–	Sell	-1,684	Closed	-$202K	–	256
2020 Q4	$202K	Sell	1,684 -607	-26%	-$69.7K	0.06%	213
2020 Q3	$248K	Sell	2,291 -78,973	-97%	-$8.5M	0.1%	163
2020 Q2	$8.29M	Buy	81,264 +4,446	+6%	+$441K	3.85%	1
2020 Q1	$7.39M	Buy	76,818 +5,658	+8%	+$618K	5.35%	1
2019 Q4	$8.14M	Buy	71,160 +2,904	+4%	+$325K	4.75%	1
2019 Q3	$7.42M	Buy	+68,256	New	+$7.52M	7.11%	1

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Main Street Financial Solutions Newtown, Pennsylvania $1.33B AUM 19.49% 1-Year Est. Return