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

Spotlight Asset 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
2021 Q1	–	Sell	-3,127	Closed	-$375K	–	145
2020 Q4	$375K	Sell	3,127 -3,897	-55%	-$447K	0.14%	93
2020 Q3	$761K	Buy	+7,024	New	+$756K	0.3%	56
2020 Q2	–	Sell	-6,107	Closed	-$553K	–	144
2020 Q1	$553K	Sell	6,107 -268	-4%	-$29.3K	0.29%	52
2019 Q4	$631K	Buy	+6,375	New	+$713K	0.3%	52

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 $2.19B AUM 21.28% 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 $807M AUM 19.58% 1-Year Est. Return

MSFS

Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

Spotlight Asset Group's LGLV Position: Q1 2021 in Review

Spotlight Asset Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2021, closing a stake of 3,127 shares — an estimated $375K sold.

Spotlight Asset Group first reported a position in LGLV in Q4 2019 and held it in 4 quarters. The position peaked at $761K in Q3 2020. 114 funds tracked by Wall St. Rank hold LGLV as of Q1 2021.

Spotlight Asset Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
Spotlight Asset Group sold 3,127 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2021, an estimated $375K.
Spotlight Asset Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 4 quarters.
Spotlight Asset Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $761K in Q3 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 Spotlight Asset Group's 13F filing for Q1 2021, filed 7 Apr 2021.