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

United Capital 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
2021 Q2	–	Sell	-6,374	Closed	-$799K	–	1243
2021 Q1	$799K	Sell	6,374 -218	-3%	-$26.4K	﹤0.01%	727
2020 Q4	$791K	Sell	6,592 -2,556	-28%	-$293K	﹤0.01%	739
2020 Q3	$991K	Sell	9,148 -1,374	-13%	-$148K	0.01%	666
2020 Q2	$1.07M	Buy	10,522 +12	+0.1%	+$1.19K	0.01%	645
2020 Q1	$952K	Buy	10,510 +1,008	+11%	+$110K	0.01%	646
2019 Q4	$1.08M	Buy	9,502 +5,190	+120%	+$581K	0.01%	746
2019 Q3	$481K	Buy	4,312 +1,151	+36%	+$127K	﹤0.01%	965
2019 Q2	$340K	Sell	3,161 -87	-3%	-$9.06K	﹤0.01%	1164
2019 Q1	$326K	Buy	+3,248	New	+$311K	﹤0.01%	1098

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

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

Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return

Financial Insights Tacoma, Washington $309M AUM 17.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

United Capital Financial Advisors's LGLV Position: Q2 2021 in Review

United Capital Financial Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2021, closing a stake of 6,374 shares — an estimated $799K sold.

United Capital Financial Advisors first reported a position in LGLV in Q1 2019 and held it in 9 quarters. The position peaked at $1.08M in Q4 2019. 119 funds tracked by Wall St. Rank hold LGLV as of Q2 2021.

United Capital Financial Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2021 after selling out during the quarter.
United Capital Financial Advisors sold 6,374 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2021, an estimated $799K.
United Capital Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and held it in 9 quarters.
United Capital Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.08M in Q4 2019.
119 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2021.

Based on United Capital Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.