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

Sowa Financial 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
Q1 		– Sell
-250
Closed -$29K – 376
2019
Q4 		$29K Buy
+250
New +$28K 0.02% 144

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SS
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CFD
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LPL Financial
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Morgan Stanley
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BSAM
Blue Sky Asset Management Greenwood Village, Colorado $25.7M AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Sowa Financial Group's LGLV Position: Q1 2020 in Review

Sowa Financial Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2020, closing a stake of 250 shares — an estimated $29K sold.

Sowa Financial Group first reported a position in LGLV in Q4 2019 and held it in 1 quarter. The position peaked at $29K in Q4 2019. 139 funds tracked by Wall St. Rank hold LGLV as of Q1 2020.

  • Sowa Financial Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2020 after selling out during the quarter.
  • Sowa Financial Group sold 250 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2020, an estimated $29K.
  • Sowa Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 1 quarter.
  • Sowa Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $29K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2020.

Based on Sowa Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.