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

Abound Financial’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
2026 Q1	$771K	Sell	4,328 -59	-1%	-$10.8K	0.34%	30
2025 Q4	$770K	Buy	4,387 +1	+0%	+$175	0.3%	30
2025 Q3	$781K	Sell	4,386 -172	-4%	-$30.3K	0.31%	33
2025 Q2	$796K	Sell	4,558 -105	-2%	-$18K	0.35%	31
2025 Q1	$812K	Buy	4,663 +1	+0%	+$170	0.41%	32
2024 Q4	$770K	Buy	+4,662	New	+$797K	0.39%	34

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

Abound Financial's LGLV Position: Q1 2026 in Review

Abound Financial reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.3% in Q1 2026, selling an estimated $10.8K and leaving 4,328 shares worth $771K. The position accounts for 0.34% of the portfolio, ranked #30.

Abound Financial first reported a position in LGLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $812K in Q1 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Abound Financial held 4,328 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $771K as of Q1 2026.
Abound Financial sold 59 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $10.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.34% of Abound Financial's portfolio in Q1 2026, its #30 holding.
Abound Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 quarters since.
Abound Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $812K in Q1 2025.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Abound Financial's 13F filing for Q1 2026, filed 4 May 2026.