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Santori & Peters Inc’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Santori & Peters Inc’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
2018
Q3 		– Sell
-2,898
Closed -$261K – 49
2018
Q2 		$261K Sell
2,898
-952
-25% -$85.7K 0.23% 38
2018
Q1 		$346K Sell
3,850
-784
-17% -$71.4K 0.32% 35
2017
Q4 		$402K Buy
+4,634
New +$421K 0.36% 29

Other funds holding LGLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Santori & Peters Inc's LGLV Position: Q3 2018 in Review

Santori & Peters Inc sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2018, closing a stake of 2,898 shares — an estimated $261K sold.

Santori & Peters Inc first reported a position in LGLV in Q4 2017 and held it in 3 quarters. The position peaked at $402K in Q4 2017. 37 funds tracked by Wall St. Rank hold LGLV as of Q3 2018.

  • Santori & Peters Inc reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 2,898 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2018, an estimated $261K.
  • Santori & Peters Inc first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2017 and held it in 3 quarters.
  • Santori & Peters Inc's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $402K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2018.

Based on Santori & Peters Inc's 13F filing for Q3 2018, filed 10 Oct 2018.