Total Clarity Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Total Clarity Wealth 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 Q3	–	Sell	-53	Closed	-$7K	–	640
2022 Q2	$7K	Buy	+53	New	+$7.27K	﹤0.01%	752
2022 Q1	–	Sell	-53	Closed	-$8K	–	599
2021 Q4	$8K	Hold	53	–	–	﹤0.01%	736
2021 Q3	$7K	Buy	+53	New	+$7.33K	﹤0.01%	759
2021 Q2	–	Sell	-52	Closed	-$7K	–	488
2021 Q1	$7K	Buy	+52	New	+$6.3K	﹤0.01%	620
2020 Q1	–	Sell	-39,911	Closed	-$4.56M	–	379
2019 Q4	$4.56M	Buy	+39,911	New	+$4.46M	3.42%	4

Other funds holding LGLV

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

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

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

FAT

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

BWFA

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

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

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

GKWIM

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

RJFSA

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

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

Total Clarity Wealth Management's LGLV Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2022, closing a stake of 53 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in LGLV in Q4 2019 and held it in 5 quarters. The position peaked at $4.56M in Q4 2019. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 53 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $7K.
Total Clarity Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $4.56M in Q4 2019.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.