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Horst & Graben Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Horst & Graben 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
2020
Q2 		– Sell
-11,213
Closed -$1.02M – 102
2020
Q1 		$1.02M Buy
+11,213
New +$1.23M 0.53% 24

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Horst & Graben Wealth Management's LGLV Position: Q2 2020 in Review

Horst & Graben Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 11,213 shares — an estimated $1.02M sold.

Horst & Graben Wealth Management first reported a position in LGLV in Q1 2020 and held it in 1 quarter. The position peaked at $1.02M in Q1 2020. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

  • Horst & Graben Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
  • Horst & Graben Wealth Management sold 11,213 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $1.02M.
  • Horst & Graben Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 1 quarter.
  • Horst & Graben Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.02M in Q1 2020.
  • 121 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2020.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2020, filed 29 Jul 2020.