Jim Simons
LGLV icon

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

Jim Simons’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
2019
Q4 		– Sell
-3,400
Closed -$379K – 3638
2019
Q3 		$379K Sell
3,400
-9,100
-73% -$1M ﹤0.01% 2960
2019
Q2 		$1.35M Buy
+12,500
New +$1.3M ﹤0.01% 2555

Other funds holding LGLV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Jim Simons's LGLV Position: Q4 2019 in Review

Jim Simons sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2019, closing a stake of 3,400 shares — an estimated $379K sold.

Jim Simons first reported a position in LGLV in Q2 2019 and held it in 2 quarters. The position peaked at $1.35M in Q2 2019. 141 funds tracked by Wall St. Rank hold LGLV as of Q4 2019.

  • Jim Simons reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2019 after selling out during the quarter.
  • Jim Simons sold 3,400 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2019, an estimated $379K.
  • Jim Simons first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 2 quarters.
  • Jim Simons's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.35M in Q2 2019.
  • 141 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2019.

Based on Renaissance Technologies's 13F filing for Q4 2019, filed 13 Feb 2020.