Stone House Investment Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Stone House Investment Management’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 Q2	–	Sell	-3,649	Closed	-$438K	–	43
2021 Q1	$438K	Hold	3,649	–	–	0.22%	29
2020 Q4	$438K	Sell	3,649 -39	-1%	-$4.48K	0.22%	29
2020 Q3	$400K	Sell	3,688 -104	-3%	-$11.2K	0.16%	36
2020 Q2	$387K	Buy	+3,792	New	+$376K	0.19%	31
2019 Q4	–	Sell	-7,508	Closed	-$837K	–	39
2019 Q3	$837K	Buy	7,508 +2,525	+51%	+$278K	0.42%	30
2019 Q2	$537K	Sell	4,983 -270	-5%	-$28.1K	0.28%	31
2019 Q1	$527K	Buy	5,253 +606	+13%	+$58K	0.27%	36
2018 Q4	$414K	Buy	4,647 +117	+3%	+$10.9K	0.26%	38
2018 Q3	$440K	Buy	+4,530	New	+$432K	0.25%	41

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Stone House Investment Management's LGLV Position: Q2 2021 in Review

Stone House Investment Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2021, closing a stake of 3,649 shares — an estimated $438K sold.

Stone House Investment Management first reported a position in LGLV in Q3 2018 and held it in 9 quarters. The position peaked at $837K in Q3 2019. 119 funds tracked by Wall St. Rank hold LGLV as of Q2 2021.

Stone House Investment Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2021 after selling out during the quarter.
Stone House Investment Management sold 3,649 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2021, an estimated $438K.
Stone House Investment Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2018 and held it in 9 quarters.
Stone House Investment Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $837K in Q3 2019.
119 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2021.

Based on Stone House Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.