Accel Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Accel Wealth Management’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
2025 Q4	–	Sell	-1,375	Closed	-$245K	–	288
2025 Q3	$245K	Hold	1,375	–	–	0.07%	234
2025 Q2	$240K	Hold	1,375	–	–	0.08%	220
2025 Q1	$239K	Hold	1,375	–	–	0.09%	210
2024 Q4	$227K	Hold	1,375	–	–	0.09%	218
2024 Q3	$233K	Hold	1,375	–	–	0.09%	214
2024 Q2	$210K	Hold	1,375	–	–	0.08%	218
2024 Q1	$214K	Buy	+1,375	New	+$206K	0.09%	205
2023 Q3	–	Sell	-1,445	Closed	-$203K	–	173
2023 Q2	$203K	Hold	1,445	–	–	0.11%	163
2023 Q1	$198K	Hold	1,445	–	–	0.08%	222
2022 Q4	$196K	Hold	1,445	–	–	0.09%	160
2022 Q3	$187K	Hold	1,445	–	–	0.1%	167
2022 Q2	$190K	Hold	1,445	–	–	0.11%	148
2022 Q1	$209K	Hold	1,445	–	–	0.11%	149
2021 Q4	$218K	Hold	1,445	–	–	0.11%	155
2021 Q3	$193K	Hold	1,445	–	–	0.12%	138
2021 Q2	$192K	Hold	1,445	–	–	0.13%	154
2021 Q1	$181K	Hold	1,445	–	–	0.15%	147
2020 Q4	$173K	Buy	+1,445	New	+$166K	0.16%	136

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

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

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

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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Accel Wealth Management's LGLV Position: Q4 2025 in Review

Accel Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 1,375 shares — an estimated $245K sold.

Accel Wealth Management first reported a position in LGLV in Q4 2020 and held it in 18 quarters. The position peaked at $245K in Q3 2025. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

Accel Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
Accel Wealth Management sold 1,375 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $245K.
Accel Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and held it in 18 quarters.
Accel Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $245K in Q3 2025.
179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on Accel Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.