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

Axxcess 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
2026 Q1	–	Sell	-2,438	Closed	-$428K	–	734
2025 Q4	$428K	Buy	+2,438	New	+$428K	0.01%	741
2024 Q1	–	Sell	-1,851	Closed	-$268K	–	903
2023 Q4	$268K	Sell	1,851 -1,466	-44%	-$202K	0.01%	678
2023 Q3	$443K	Buy	3,317 +33	+1%	+$4.6K	0.02%	497
2023 Q2	$462K	Buy	+3,284	New	+$452K	0.03%	368

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

Axxcess Wealth Management's LGLV Position: Q1 2026 in Review

Axxcess Wealth Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2026, closing a stake of 2,438 shares — an estimated $428K sold.

Axxcess Wealth Management first reported a position in LGLV in Q2 2023 and held it in 4 quarters. The position peaked at $462K in Q2 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Axxcess Wealth Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 2,438 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $428K.
Axxcess Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and held it in 4 quarters.
Axxcess Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $462K 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 Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.