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

Squar Milner 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
2020 Q3	–	Sell	-27,338	Closed	-$2.79M	–	106
2020 Q2	$2.79M	Sell	27,338 -1,120	-4%	-$111K	1.59%	9
2020 Q1	$2.58M	Buy	28,458 +9,241	+48%	+$1.01M	1.55%	9
2019 Q4	$2.19M	Sell	19,217 -7,339	-28%	-$821K	1.1%	13
2019 Q3	$2.88M	Buy	26,556 +20,521	+340%	+$2.26M	1.47%	10
2019 Q2	$650K	Buy	+6,035	New	+$629K	0.44%	43

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAL

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Squar Milner Financial Services's LGLV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 27,338 shares — an estimated $2.79M sold.

Squar Milner Financial Services first reported a position in LGLV in Q2 2019 and held it in 5 quarters. The position peaked at $2.88M in Q3 2019. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 27,338 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $2.79M.
Squar Milner Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 5 quarters.
Squar Milner Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.88M in Q3 2019.
110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.