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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 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 $2.67B AUM 19.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $807M AUM 19.58% 1-Year Est. Return

RDA Financial Network's LGLV Position: Q4 2020 in Review

RDA Financial Network sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2020, closing a stake of 2,561 shares — an estimated $278K sold.

RDA Financial Network first reported a position in LGLV in Q2 2019 and held it in 6 quarters. The position peaked at $586K in Q4 2019. 118 funds tracked by Wall St. Rank hold LGLV as of Q4 2020.

RDA Financial Network reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2020 after selling out during the quarter.
RDA Financial Network sold 2,561 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2020, an estimated $278K.
RDA Financial Network first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 6 quarters.
RDA Financial Network's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $586K 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 RDA Financial Network's 13F filing for Q4 2020, filed 5 Feb 2021.