Wealthcare Advisory Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Wealthcare Advisory Partners’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	-283	Closed	-$35K	–	1274
2021 Q1	$35K	Buy	+283	New	+$34.3K	﹤0.01%	1001
2020 Q2	–	Sell	-297	Closed	-$27K	–	909
2020 Q1	$27K	Buy	297 +22	+8%	+$2.4K	﹤0.01%	643
2019 Q4	$31K	Hold	275	–	–	﹤0.01%	650
2019 Q3	$31K	Hold	275	–	–	﹤0.01%	643
2019 Q2	$30K	Hold	275	–	–	﹤0.01%	623
2019 Q1	$28K	Hold	275	–	–	﹤0.01%	583
2018 Q4	$24K	Hold	275	–	–	﹤0.01%	590
2018 Q3	$27K	Hold	275	–	–	0.01%	601
2018 Q2	$25K	Sell	275 -150	-35%	-$13.5K	﹤0.01%	616
2018 Q1	$38K	Sell	425 -50	-11%	-$4.55K	0.01%	451
2017 Q4	$43K	Sell	475 -57	-11%	-$5.18K	0.01%	397
2017 Q3	$47K	Buy	+532	New	+$46.5K	0.01%	310

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

Wealthcare Advisory Partners's LGLV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2021, closing a stake of 283 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in LGLV in Q3 2017 and held it in 12 quarters. The position peaked at $47K in Q3 2017. 119 funds tracked by Wall St. Rank hold LGLV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 283 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2021, an estimated $35K.
Wealthcare Advisory Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $47K in Q3 2017.
119 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.