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

Urban 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 Q2	$3K	Buy	+20	New	+$2.74K	0.01%	276

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

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

BWFA

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

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

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

RJFSA

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

GKWIM

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

Urban Wealth Management's LGLV Position: Q2 2022 in Review

Urban Wealth Management opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2022: 20 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #276 among its holdings.

129 funds tracked by Wall St. Rank hold LGLV as of Q2 2022.

Urban Wealth Management held 20 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $3K as of Q2 2022.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Urban Wealth Management position in Q2 2022.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Urban Wealth Management's portfolio in Q2 2022, its #276 holding.
129 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.