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

Sowell Financial Services’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
2023 Q2	–	Sell	-1,553	Closed	-$212K	–	708
2023 Q1	$212K	Buy	+1,553	New	+$212K	0.02%	675
2021 Q2	–	Sell	-2,144	Closed	-$287K	–	1750
2021 Q1	$287K	Sell	2,144 -585	-21%	-$70.9K	0.01%	867
2020 Q4	$327K	Hold	2,729	–	–	0.01%	666
2020 Q3	$296K	Sell	2,729 -115	-4%	-$12.4K	0.01%	620
2020 Q2	$290K	Sell	2,844 -1,314	-32%	-$130K	0.02%	607
2020 Q1	$377K	Buy	4,158 +1,982	+91%	+$217K	0.03%	481
2019 Q4	$248K	Buy	2,176 +1,463	+205%	+$164K	0.02%	645
2019 Q3	$79K	Buy	+713	New	+$78.6K	0.01%	885

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sowell Financial Services's LGLV Position: Q2 2023 in Review

Sowell Financial Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2023, closing a stake of 1,553 shares — an estimated $212K sold.

Sowell Financial Services first reported a position in LGLV in Q3 2019 and held it in 8 quarters. The position peaked at $377K in Q1 2020. 164 funds tracked by Wall St. Rank hold LGLV as of Q2 2023.

Sowell Financial Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 1,553 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2023, an estimated $212K.
Sowell Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 8 quarters.
Sowell Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $377K in Q1 2020.
164 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.