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

Professional Financial Advisors’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
2022 Q4	–	Sell	-79	Closed	-$10K	–	285
2022 Q3	$10K	Hold	79	–	–	0.01%	291
2022 Q2	$10K	Buy	79 +1	+1%	+$137	0.01%	295
2022 Q1	$11K	Hold	78	–	–	﹤0.01%	298
2021 Q4	$12K	Hold	78	–	–	0.01%	298
2021 Q3	$10K	Buy	78 +1	+1%	+$138	0.01%	261
2021 Q2	$10K	Hold	77	–	–	0.01%	271
2021 Q1	$10K	Sell	77 -253	-77%	-$30.6K	0.01%	240
2020 Q4	$40K	Buy	330 +2	+0.6%	+$230	0.03%	137
2020 Q3	$35K	Buy	+328	New	+$35.3K	0.03%	132

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

BWFA

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Professional Financial Advisors's LGLV Position: Q4 2022 in Review

Professional Financial Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2022, closing a stake of 79 shares — an estimated $10K sold.

Professional Financial Advisors first reported a position in LGLV in Q3 2020 and held it in 9 quarters. The position peaked at $40K in Q4 2020. 139 funds tracked by Wall St. Rank hold LGLV as of Q4 2022.

Professional Financial Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 79 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2022, an estimated $10K.
Professional Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $40K in Q4 2020.
139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.