AF
LGLV icon

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

Advisornet 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 		$260K Buy
1,460
+200
+16% +$36.5K 0.01% 545
2025
Q4 		$221K Sell
1,260
-115
-8% -$20.2K 0.01% 576
2025
Q3 		$245K Hold
1,375
– – 0.01% 539
2025
Q2 		$240K Buy
1,375
+456
+50% +$78.1K 0.02% 521
2025
Q1 		$160K Buy
919
+1
+0.1% +$170 0.01% 603
2024
Q4 		$152K Sell
918
-1,060
-54% -$181K 0.01% 570
2024
Q3 		$335K Buy
1,978
+1
+0.1% +$162 0.03% 413
2024
Q2 		$302K Buy
1,977
+1
+0.1% +$152 0.03% 394
2024
Q1 		$308K Sell
1,976
-434
-18% -$64.9K 0.03% 389
2023
Q4 		$349K Sell
2,410
-102,107
-98% -$14.1M 0.03% 377
2023
Q3 		$14M Buy
104,517
+2,218
+2% +$309K 1.27% 14
2023
Q2 		$14.4M Buy
102,299
+3,651
+4% +$502K 1.23% 15
2023
Q1 		$13.5M Buy
98,648
+1,736
+2% +$236K 1.23% 14
2022
Q4 		$13.1M Buy
96,912
+2,181
+2% +$290K 1.29% 11
2022
Q3 		$11.7M Buy
94,731
+2,935
+3% +$396K 1.17% 11
2022
Q2 		$12M Buy
91,796
+441
+0.5% +$60.5K 1.18% 8
2022
Q1 		$13.1M Sell
91,355
-3,279
-3% -$459K 0.82% 22
2021
Q4 		$14.3M Sell
94,634
-301
-0.3% -$43.1K 0.88% 15
2021
Q3 		$12.7M Sell
94,935
-238
-0.3% -$32.9K 0.88% 16
2021
Q2 		$12.7M Buy
95,173
+447
+0.5% +$59.1K 0.84% 16
2021
Q1 		$11.9M Buy
94,726
+3,990
+4% +$483K 0.85% 15
2020
Q4 		$10.9M Sell
90,736
-5,082
-5% -$583K 0.88% 15
2020
Q3 		$10.4M Sell
95,818
-23,447
-20% -$2.52M 0.89% 15
2020
Q2 		$12.2M Sell
119,265
-19,067
-14% -$1.89M 0.98% 14
2020
Q1 		$12.5M Buy
138,332
+33,426
+32% +$3.65M 1.16% 14
2019
Q4 		$12M Buy
104,906
+15,077
+17% +$1.69M 1.02% 15
2019
Q3 		$10M Buy
89,829
+79,836
+799% +$8.8M 0.92% 16
2019
Q2 		$1.08M Buy
9,993
+831
+9% +$86.5K 0.12% 180
2019
Q1 		$919K Buy
9,162
+6,989
+322% +$669K 0.11% 190
2018
Q4 		$193K Buy
+2,173
New +$203K 0.03% 404

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisornet Financial's LGLV Position: Q1 2026 in Review

Advisornet Financial increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 16% in Q1 2026, buying an estimated $36.5K and bringing the position to 1,460 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #545.

Advisornet Financial first reported a position in LGLV in Q4 2018 and has held it in 30 quarters since. The position peaked at $14.4M in Q2 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Advisornet Financial held 1,460 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $260K as of Q1 2026.
  • Advisornet Financial bought 200 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $36.5K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #545 holding.
  • Advisornet Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and has held it in 30 quarters since.
  • Advisornet Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $14.4M in Q2 2023.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.