HYA Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

HYA Advisors’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	$254K	Hold	1,942	–	–	0.1%	125
2022 Q1	$279K	Sell	1,942 -928	-32%	-$130K	0.1%	130
2021 Q4	$432K	Buy	2,870 +4	+0.1%	+$573	0.15%	97
2021 Q3	$389K	Sell	2,866 -870	-23%	-$120K	0.16%	102
2021 Q2	$497K	Sell	3,736 -374	-9%	-$49.4K	0.21%	78
2021 Q1	$515K	Buy	4,110 +9	+0.2%	+$1.09K	0.24%	70
2020 Q4	$492K	Buy	4,101 +11	+0.3%	+$1.26K	0.26%	68
2020 Q3	$443K	Buy	4,090 +5	+0.1%	+$538	0.27%	62
2020 Q2	$417K	Buy	4,085 +7	+0.2%	+$695	0.27%	69
2020 Q1	$369K	Buy	4,078 +8	+0.2%	+$874	0.3%	61
2019 Q4	$465K	Buy	+4,070	New	+$455K	0.3%	63

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

HYA Advisors's LGLV Position: Q2 2022 in Review

HYA Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2022 at 1,942 shares worth $254K. The position accounts for 0.1% of the portfolio, ranked #125.

HYA Advisors first reported a position in LGLV in Q4 2019 and has held it in 11 quarters since. The position peaked at $515K in Q1 2021. 129 funds tracked by Wall St. Rank hold LGLV as of Q2 2022.

HYA Advisors held 1,942 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $254K as of Q2 2022.
HYA Advisors left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2022.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.1% of HYA Advisors's portfolio in Q2 2022, its #125 holding.
HYA Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 11 quarters since.
HYA Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $515K in Q1 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 HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.