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

True Link Financial 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
2022 Q3	–	Sell	-17,120	Closed	-$2.24M	–	134
2022 Q2	$2.24M	Sell	17,120 -1,081	-6%	-$148K	0.34%	27
2022 Q1	$2.62M	Hold	18,201	–	–	0.38%	23
2021 Q4	$2.74M	Hold	18,201	–	–	0.37%	24
2021 Q3	$2.43M	Sell	18,201 -447	-2%	-$61.8K	0.33%	28
2021 Q2	$2.48M	Sell	18,648 -1,505	-7%	-$199K	0.36%	28
2021 Q1	$2.53M	Hold	20,153	–	–	0.37%	31
2020 Q4	$2.42M	Buy	+20,153	New	+$2.31M	0.38%	31

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 $1.93B AUM 18.43% 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

True Link Financial Advisors's LGLV Position: Q3 2022 in Review

True Link Financial Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2022, closing a stake of 17,120 shares — an estimated $2.24M sold.

True Link Financial Advisors first reported a position in LGLV in Q4 2020 and held it in 7 quarters. The position peaked at $2.74M in Q4 2021. 127 funds tracked by Wall St. Rank hold LGLV as of Q3 2022.

True Link Financial Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2022 after selling out during the quarter.
True Link Financial Advisors sold 17,120 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2022, an estimated $2.24M.
True Link Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 7 quarters.
True Link Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.74M in Q4 2021.
127 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2022.

Based on True Link Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.