Smart Money Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Smart Money 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
2020 Q2	–	Sell	-18,515	Closed	-$1.34M	–	90
2020 Q1	$1.34M	Sell	18,515 -7,579	-29%	-$828K	0.94%	35
2019 Q4	$2.98M	Buy	26,094 +6,833	+35%	+$764K	1.74%	13
2019 Q3	$2.15M	Buy	19,261 +6,512	+51%	+$718K	1.72%	15
2019 Q2	$1.37M	Buy	12,749 +211	+2%	+$22K	1.13%	26
2019 Q1	$1.26M	Buy	+12,538	New	+$1.2M	1.1%	30

Other funds holding LGLV

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Smart Money Group's LGLV Position: Q2 2020 in Review

Smart Money Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 18,515 shares — an estimated $1.34M sold.

Smart Money Group first reported a position in LGLV in Q1 2019 and held it in 5 quarters. The position peaked at $2.98M in Q4 2019. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

Smart Money Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
Smart Money Group sold 18,515 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $1.34M.
Smart Money Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and held it in 5 quarters.
Smart Money Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.98M in Q4 2019.
121 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2020.

Based on Smart Money Group's 13F filing for Q2 2020, filed 29 Jul 2020.