Northstar Wealth Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Northstar Wealth Partners’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 Q3	–	Sell	-2,065	Closed	-$210K	–	171
2020 Q2	$210K	Buy	+2,065	New	+$205K	0.09%	167

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

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 $2.19B AUM 21.28% 1-Year Est. Return

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

RJFSA

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

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

BWFA

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

Northstar Wealth Partners's LGLV Position: Q3 2020 in Review

Northstar Wealth Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 2,065 shares — an estimated $210K sold.

Northstar Wealth Partners first reported a position in LGLV in Q2 2020 and held it in 1 quarter. The position peaked at $210K in Q2 2020. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

Northstar Wealth Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Northstar Wealth Partners sold 2,065 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $210K.
Northstar Wealth Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2020 and held it in 1 quarter.
Northstar Wealth Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $210K in Q2 2020.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.