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

Winch Advisory 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
2020 Q2	–	Sell	-72	Closed	-$7K	–	392
2020 Q1	$7K	Hold	72	–	–	﹤0.01%	198
2019 Q4	$8K	Hold	72	–	–	﹤0.01%	223
2019 Q3	$8K	Hold	72	–	–	﹤0.01%	215
2019 Q2	$8K	Buy	+72	New	+$7.5K	﹤0.01%	222

Other funds holding LGLV

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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

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

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

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Winch Advisory Services's LGLV Position: Q2 2020 in Review

Winch Advisory Services sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2020, closing a stake of 72 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in LGLV in Q2 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 121 funds tracked by Wall St. Rank hold LGLV as of Q2 2020.

Winch Advisory Services reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2020 after selling out during the quarter.
Winch Advisory Services sold 72 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2020, an estimated $7K.
Winch Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 4 quarters.
Winch Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8K in Q4 2019.
121 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2020.

Based on Winch Advisory Services's 13F filing for Q2 2020, filed 12 Aug 2020.