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

Next Financial Group’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 Q4	–	Sell	-219	Closed	-$24K	–	2383
2020 Q3	$24K	Buy	+219	New	+$23.6K	﹤0.01%	1347
2020 Q2	–	Sell	-257	Closed	-$23K	–	1314
2020 Q1	$23K	Sell	257 -19	-7%	-$2.08K	﹤0.01%	1222
2019 Q4	$32K	Hold	276	–	–	﹤0.01%	1368
2019 Q3	$31K	Buy	+276	New	+$30.4K	﹤0.01%	1299

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

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

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

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

RJFSA

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

Next Financial Group's LGLV Position: Q4 2020 in Review

Next Financial Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2020, closing a stake of 219 shares — an estimated $24K sold.

Next Financial Group first reported a position in LGLV in Q3 2019 and held it in 4 quarters. The position peaked at $32K in Q4 2019. 118 funds tracked by Wall St. Rank hold LGLV as of Q4 2020.

Next Financial Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2020 after selling out during the quarter.
Next Financial Group sold 219 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2020, an estimated $24K.
Next Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 4 quarters.
Next Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $32K in Q4 2019.
118 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.