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Spdr Tr russell 1000 lowvol shares owned by Portland Financial Advisors

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Portland Financial Advisors from 13F filings

Historical chart of Portland Financial Advisors investment in Spdr Tr russell 1000 lowvol

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All positions including Spdr Tr russell 1000 lowvol held by Portland Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Tr russell 1000 lowvol by Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 6.1k 178.16
2025-06-30 $1.1M 6.1k 174.61
2025-03-31 $1.1M 6.1k 174.04

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

Top funds holding Spdr Tr russell 1000 lowvol

CWM
Syntegra Private Wealth Group
Gerber Kawasaki Wealth & Investment Management
Baltimore-Washington Financial Advisors
Advisor Group Holdings
Congress Wealth Management LLC / DE /
LPL Financial
Morgan Stanley
DORVAL Corp
Ieq Capital
State Street Corporation
Founders Financial Securities
Horizon Investments
AQR Capital Management
Integrity Alliance

View all funds holding Spdr Tr russell 1000 lowvol