Calton & Associates’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Calton & Associates’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	-1,352	Closed	-$241K	–	469
2025 Q3	$241K	Buy	1,352 +29	+2%	+$5.1K	0.04%	367
2025 Q2	$231K	Buy	1,323 +57	+5%	+$9.76K	0.04%	339
2025 Q1	$220K	Buy	+1,266	New	+$216K	0.05%	298
2024 Q4	–	Sell	-1,315	Closed	-$223K	–	240
2024 Q3	$223K	Buy	+1,315	New	+$213K	0.09%	204

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 $322M AUM 7.74% 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

Calton & Associates's LGLV Position: Q4 2025 in Review

Calton & Associates sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 1,352 shares — an estimated $241K sold.

Calton & Associates first reported a position in LGLV in Q3 2024 and held it in 4 quarters. The position peaked at $241K in Q3 2025. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

Calton & Associates reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
Calton & Associates sold 1,352 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $241K.
Calton & Associates first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2024 and held it in 4 quarters.
Calton & Associates's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $241K 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 Calton & Associates's 13F filing for Q4 2025, filed 10 Feb 2026.