Simplicity Solutions’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-16,267	Closed	-$1.95M	–	772
2020 Q4	$1.95M	Buy	16,267 +9,622	+145%	+$1.1M	0.03%	390
2020 Q3	$720K	Sell	6,645 -6,235	-48%	-$671K	0.01%	566
2020 Q2	$1.31M	Sell	12,880 -322,346	-96%	-$32M	0.03%	397
2020 Q1	$30.4M	Buy	335,226 +325,601	+3,383%	+$35.6M	0.94%	22
2019 Q4	$1.1M	Sell	9,625 -37,085	-79%	-$4.15M	0.03%	371
2019 Q3	$5.21M	Sell	46,710 -4,388	-9%	-$484K	0.21%	79
2019 Q2	$5.5M	Buy	+51,098	New	+$5.32M	0.24%	69

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

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

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

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

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

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

Simplicity Solutions's LGLV Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2021, closing a stake of 16,267 shares — an estimated $1.95M sold.

Simplicity Solutions first reported a position in LGLV in Q2 2019 and held it in 7 quarters. The position peaked at $30.4M in Q1 2020. 114 funds tracked by Wall St. Rank hold LGLV as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 16,267 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2021, an estimated $1.95M.
Simplicity Solutions first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 7 quarters.
Simplicity Solutions's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $30.4M in Q1 2020.
114 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.