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 $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

RJFSA

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

AWA

ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.56B AUM 24.84% 1-Year Est. Return

HBW Advisory Services's LGLV Position: Q1 2021 in Review

HBW Advisory Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2021, closing a stake of 1,684 shares — an estimated $202K sold.

HBW Advisory Services first reported a position in LGLV in Q3 2019 and held it in 6 quarters. The position peaked at $8.29M in Q2 2020. 113 funds tracked by Wall St. Rank hold LGLV as of Q1 2021.

HBW Advisory Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
HBW Advisory Services sold 1,684 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2021, an estimated $202K.
HBW Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 6 quarters.
HBW Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.29M in Q2 2020.
113 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2021.

Based on HBW Advisory Services's 13F filing for Q1 2021, filed 13 Apr 2021.