Stonehearth Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Stonehearth Capital 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
2022 Q1	–	Sell	-1,355	Closed	-$204K	–	77
2021 Q4	$204K	Buy	+1,355	New	+$194K	0.11%	64
2020 Q3	–	Sell	-3,504	Closed	-$375K	–	56
2020 Q2	$375K	Sell	3,504 -208	-6%	-$20.6K	0.25%	39
2020 Q1	$336K	Buy	+3,712	New	+$406K	0.27%	40

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

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

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

RJFSA

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

Stonehearth Capital Management's LGLV Position: Q1 2022 in Review

Stonehearth Capital Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2022, closing a stake of 1,355 shares — an estimated $204K sold.

Stonehearth Capital Management first reported a position in LGLV in Q1 2020 and held it in 3 quarters. The position peaked at $375K in Q2 2020. 127 funds tracked by Wall St. Rank hold LGLV as of Q1 2022.

Stonehearth Capital Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2022 after selling out during the quarter.
Stonehearth Capital Management sold 1,355 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2022, an estimated $204K.
Stonehearth Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and held it in 3 quarters.
Stonehearth Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $375K in Q2 2020.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2022.

Based on Stonehearth Capital Management's 13F filing for Q1 2022, filed 13 Apr 2022.