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Spdr Tr russell 1000 lowvol shares owned by Ulland Investment Advisors

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

Historical chart of Ulland Investment Advisors investment in Spdr Tr russell 1000 lowvol

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All positions including Spdr Tr russell 1000 lowvol held by Ulland Investment 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 Ulland Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $10k 60 166.67
2024-06-30 $10k 65 153.85
2024-03-31 $146k 938 155.65
2023-12-31 $137k 948 144.51
2023-09-30 $240k 1.8k 133.48
2023-06-30 $255k 1.8k 140.65
2023-03-31 $227k 1.7k 136.50
2022-12-31 $225k 1.7k 135.71
2022-09-30 $204k 1.7k 123.26
2022-06-30 $217k 1.7k 131.12
2022-03-31 $238k 1.7k 143.81
2021-12-31 $287k 1.9k 150.66