Retirement Planning Group (Kansas)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Retirement Planning Group (Kansas)’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	-3,113	Closed	-$318K	–	57
2020 Q2	$318K	Sell	3,113 -1,096	-26%	-$109K	0.06%	50
2020 Q1	$381K	Buy	4,209 +482	+13%	+$52.7K	0.09%	41
2019 Q4	$426K	Buy	3,727 +556	+18%	+$62.2K	0.08%	48
2019 Q3	$354K	Buy	+3,171	New	+$350K	0.07%	51

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 $1.93B AUM 18.43% 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

Retirement Planning Group (Kansas)'s LGLV Position: Q3 2020 in Review

Retirement Planning Group (Kansas) sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 3,113 shares — an estimated $318K sold.

Retirement Planning Group (Kansas) first reported a position in LGLV in Q3 2019 and held it in 4 quarters. The position peaked at $426K in Q4 2019. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

Retirement Planning Group (Kansas) reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 3,113 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $318K.
Retirement Planning Group (Kansas) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 4 quarters.
Retirement Planning Group (Kansas)'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $426K in Q4 2019.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q3 2020, filed 15 Oct 2020.