RFN
LGLV icon

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

RDA Financial Network’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
-2,561
Closed -$278K – 240
2020
Q3 		$278K Buy
2,561
+298
+13% +$32.1K 0.13% 167
2020
Q2 		$231K Sell
2,263
-3,505
-61% -$348K 0.12% 179
2020
Q1 		$523K Buy
5,768
+760
+15% +$83K 0.32% 83
2019
Q4 		$586K Buy
5,008
+1,295
+35% +$145K 0.24% 105
2019
Q3 		$419K Sell
3,713
-1,167
-24% -$129K 0.18% 130
2019
Q2 		$536K Buy
+4,880
New +$508K 0.24% 105

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
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