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

TLWM Financial’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
-1,964
Closed -$236K – 71
2020
Q4 		$236K Buy
1,964
+69
+4% +$7.92K 0.09% 62
2020
Q3 		$200K Buy
+1,895
New +$204K 0.09% 61

Other funds holding LGLV

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.34B AUM 19.49% 1-Year Est. Return

TLWM Financial's LGLV Position: Q1 2021 in Review

TLWM Financial sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2021, closing a stake of 1,964 shares — an estimated $236K sold.

TLWM Financial first reported a position in LGLV in Q3 2020 and held it in 2 quarters. The position peaked at $236K in Q4 2020. 114 funds tracked by Wall St. Rank hold LGLV as of Q1 2021.

  • TLWM Financial reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
  • TLWM Financial sold 1,964 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2021, an estimated $236K.
  • TLWM Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020 and held it in 2 quarters.
  • TLWM Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $236K in Q4 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 TLWM Financial's 13F filing for Q1 2021, filed 10 May 2021.