Level Four Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Level Four Advisory 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
2020 Q2	–	Sell	-27,928	Closed	-$2.55M	–	580
2020 Q1	$2.55M	Buy	+27,928	New	+$3.05M	0.31%	76

Other funds holding LGLV

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 Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Level Four Advisory Services's LGLV Position: Q2 2020 in Review

Level Four Advisory Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 27,928 shares — an estimated $2.55M sold.

Level Four Advisory Services first reported a position in LGLV in Q1 2020 and held it in 1 quarter. The position peaked at $2.55M in Q1 2020. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

Level Four Advisory Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
Level Four Advisory Services sold 27,928 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $2.55M.
Level Four Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 1 quarter.
Level Four Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.55M 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 Level Four Advisory Services's 13F filing for Q2 2020, filed 27 Jul 2020.