Tillar-Wenstrup Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Tillar-Wenstrup Advisors’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 Q1	–	Sell	-16,087	Closed	-$2.18M	–	15
2022 Q4	$2.18M	Buy	16,087 +14,094	+707%	+$1.88M	1.05%	23
2022 Q3	$246K	Buy	+1,993	New	+$269K	0.12%	44
2020 Q1	–	Sell	-15,014	Closed	-$1.72M	–	36
2019 Q4	$1.72M	Buy	15,014 +3,830	+34%	+$428K	0.96%	39
2019 Q3	$1.25M	Buy	11,184 +1,826	+20%	+$201K	0.72%	37
2019 Q2	$1.01M	Buy	+9,358	New	+$975K	0.57%	38

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 $377B AUM 19.32% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

BWFA

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

FAT

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Tillar-Wenstrup Advisors's LGLV Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2023, closing a stake of 16,087 shares — an estimated $2.18M sold.

Tillar-Wenstrup Advisors first reported a position in LGLV in Q2 2019 and held it in 5 quarters. The position peaked at $2.18M in Q4 2022. 146 funds tracked by Wall St. Rank hold LGLV as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 16,087 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2023, an estimated $2.18M.
Tillar-Wenstrup Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 5 quarters.
Tillar-Wenstrup Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.18M in Q4 2022.
146 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.