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

MBE 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
Q2 		– Sell
-1,134
Closed -$102K – 306
2020
Q1 		$102K Buy
+1,134
New +$124K 0.1% 70

Other funds holding LGLV

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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AF
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

MBE Wealth Management's LGLV Position: Q2 2020 in Review

MBE Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 1,134 shares — an estimated $102K sold.

MBE Wealth Management first reported a position in LGLV in Q1 2020 and held it in 1 quarter. The position peaked at $102K in Q1 2020. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

  • MBE Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,134 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $102K.
  • MBE Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $102K 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 MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.