SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / LGLV

Tillar-Wenstrup Advisors, LLC’s Spdr Series Trust Position

Does Tillar-Wenstrup Advisors, LLC own Spdr Series Trust (LGLV)? Not currently — the last reported position was 16.1K shares worth $2M in Q4 2022; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$2M
Q4 2022
Shares
16.1K
% of Portfolio
+1.05%
Quarters Held
5
position exited

Position History LGLV

Reported value by quarter
Q2 ’19: $1MQ2 ’19Q3 ’19: $1MQ3 ’19Q4 ’19: $2MQ4 ’19Q3 ’22: $246,000Q3 ’22Q4 ’22: $2MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202216.1K$2M+1.05%
Q3 20222.0K$246,000+0.12%
Q4 201915.0K$2M+0.96%
Q3 201911.2K$1M+0.72%
Q2 20199.4K$1M+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of LGLV.