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

Atomi Financial Group’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	$599K	Sell	3,364 -373	-10%	-$68K	0.02%	646
2025 Q4	$656K	Sell	3,737 -11	-0.3%	-$1.93K	0.02%	574
2025 Q3	$668K	Sell	3,748 -38	-1%	-$6.69K	0.02%	526
2025 Q2	$661K	Sell	3,786 -82	-2%	-$14K	0.03%	477
2025 Q1	$673K	Buy	3,868 +88	+2%	+$15K	0.03%	418
2024 Q4	$624K	Buy	+3,780	New	+$646K	0.03%	395

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

Atomi Financial Group's LGLV Position: Q1 2026 in Review

Atomi Financial Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 10% in Q1 2026, selling an estimated $68K and leaving 3,364 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #646.

Atomi Financial Group first reported a position in LGLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $673K in Q1 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Atomi Financial Group held 3,364 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $599K as of Q1 2026.
Atomi Financial Group sold 373 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $68K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #646 holding.
Atomi Financial Group 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.
Atomi Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $673K 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 Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.