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

JD Financial 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
-2,454
Closed -$294K – 50
2020
Q4 		$294K Buy
+2,454
New +$282K 0.32% 33

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AF
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BWFA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
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MSFS
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JD Financial Services's LGLV Position: Q1 2021 in Review

JD Financial Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2021, closing a stake of 2,454 shares — an estimated $294K sold.

JD Financial Services first reported a position in LGLV in Q4 2020 and held it in 1 quarter. The position peaked at $294K in Q4 2020. 114 funds tracked by Wall St. Rank hold LGLV as of Q1 2021.

  • JD Financial 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.
  • JD Financial Services sold 2,454 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2021, an estimated $294K.
  • JD Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 1 quarter.
  • JD Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $294K in Q4 2020.
  • 114 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2021.

Based on JD Financial Services's 13F filing for Q1 2021, filed 18 May 2021.