Institute for Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Institute for 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 Q3	–	Sell	-20,163	Closed	-$2.06M	–	434
2020 Q2	$2.06M	Buy	20,163 +580	+3%	+$57.6K	0.5%	38
2020 Q1	$1.77M	Buy	19,583 +820	+4%	+$89.6K	0.55%	41
2019 Q4	$2.14M	Buy	18,763 +1,404	+8%	+$157K	0.48%	41
2019 Q3	$1.94M	Buy	17,359 +446	+3%	+$49.2K	0.49%	43
2019 Q2	$1.82M	Buy	16,913 +904	+6%	+$94.1K	0.4%	57
2019 Q1	$1.61M	Buy	16,009 +1,196	+8%	+$115K	0.35%	64
2018 Q4	$1.32M	Sell	14,813 -247	-2%	-$23.1K	0.54%	47
2018 Q3	$1.46M	Buy	15,060 +347	+2%	+$33.1K	0.49%	64
2018 Q2	$1.33M	Buy	14,713 +806	+6%	+$72.6K	0.42%	78
2018 Q1	$1.24M	Buy	+13,907	New	+$1.27M	0.37%	89

Other funds holding LGLV

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 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

Institute for Wealth Management's LGLV Position: Q3 2020 in Review

Institute for Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 20,163 shares — an estimated $2.06M sold.

Institute for Wealth Management first reported a position in LGLV in Q1 2018 and held it in 10 quarters. The position peaked at $2.14M in Q4 2019. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

Institute for Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Institute for Wealth Management sold 20,163 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $2.06M.
Institute for Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2018 and held it in 10 quarters.
Institute for Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.14M in Q4 2019.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.