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

Bouchey 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	$255K	Hold	1,400	–	–	0.02%	148
2025 Q4	$246K	Hold	1,400	–	–	0.02%	141
2025 Q3	$249K	Hold	1,400	–	–	0.02%	131
2025 Q2	$244K	Hold	1,400	–	–	0.02%	123
2025 Q1	$244K	Hold	1,400	–	–	0.02%	119
2024 Q4	$231K	Hold	1,400	–	–	0.02%	125
2024 Q3	$237K	Hold	1,400	–	–	0.02%	133
2024 Q2	$213K	Hold	1,400	–	–	0.02%	134
2024 Q1	$218K	Hold	1,400	–	–	0.02%	132
2023 Q4	$203K	Buy	+1,400	New	+$193K	0.02%	132
2022 Q2	–	Sell	-1,400	Closed	-$201K	–	96
2022 Q1	$201K	Buy	+1,400	New	+$196K	0.03%	97

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

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

Bouchey Financial Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 1,400 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #148.

Bouchey Financial Group first reported a position in LGLV in Q1 2022 and has held it in 11 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Bouchey Financial Group held 1,400 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $255K as of Q1 2026.
Bouchey Financial Group left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of Bouchey Financial Group's portfolio in Q1 2026, its #148 holding.
Bouchey Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and has held it in 11 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.