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

TrustCore Financial Services’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	-320	Closed	-$38K	–	961
2020 Q4	$38K	Buy	+320	New	+$36.7K	﹤0.01%	466

Other funds holding LGLV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 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

TrustCore Financial Services's LGLV Position: Q1 2021 in Review

TrustCore Financial Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2021, closing a stake of 320 shares — an estimated $38K sold.

TrustCore Financial Services first reported a position in LGLV in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 114 funds tracked by Wall St. Rank hold LGLV as of Q1 2021.

TrustCore Financial Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2021 after selling out during the quarter.
TrustCore Financial Services sold 320 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2021, an estimated $38K.
TrustCore Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 1 quarter.
TrustCore Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $38K 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 TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.