XS
LGLV icon

XR Securities’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

XR Securities’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
Q3 		– Sell
-3,397
Closed -$347K – 326
2020
Q2 		$347K Buy
+3,397
New +$337K 0.04% 88

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Morgan Stanley
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Ameriprise
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AF
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

XR Securities's LGLV Position: Q3 2020 in Review

XR Securities sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2020, closing a stake of 3,397 shares — an estimated $347K sold.

XR Securities first reported a position in LGLV in Q2 2020 and held it in 1 quarter. The position peaked at $347K in Q2 2020. 110 funds tracked by Wall St. Rank hold LGLV as of Q3 2020.

  • XR Securities reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2020 after selling out during the quarter.
  • XR Securities sold 3,397 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2020, an estimated $347K.
  • XR Securities first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2020 and held it in 1 quarter.
  • XR Securities's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $347K in Q2 2020.
  • 110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2020.

Based on XR Securities's 13F filing for Q3 2020, filed 28 Oct 2020.