San Francisco Sentry Investment Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

San Francisco Sentry Investment Group’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
2021 Q2	$38K	Hold	285	–	–	0.02%	405
2021 Q1	$36K	Hold	285	–	–	0.02%	421
2020 Q4	$34K	Hold	285	–	–	0.02%	403
2020 Q3	$31K	Hold	285	–	–	0.02%	385
2020 Q2	$29K	Hold	285	–	–	0.02%	388
2020 Q1	$26K	Buy	+285	New	+$31.1K	0.02%	356

Other funds holding LGLV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

San Francisco Sentry Investment Group's LGLV Position: Q2 2021 in Review

San Francisco Sentry Investment Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2021 at 285 shares worth $38K. The position accounts for 0.02% of the portfolio, ranked #405.

San Francisco Sentry Investment Group first reported a position in LGLV in Q1 2020 and has held it in 6 quarters since. 119 funds tracked by Wall St. Rank hold LGLV as of Q2 2021.

San Francisco Sentry Investment Group held 285 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $38K as of Q2 2021.
San Francisco Sentry Investment Group left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2021.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #405 holding.
San Francisco Sentry Investment Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 6 quarters since.
119 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.