Capital Investment Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Capital Investment Advisory Services’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	$2.31K	Sell	13 -4	-24%	-$729	﹤0.01%	1159
2025 Q4	$2.98K	Hold	17	–	–	﹤0.01%	1101
2025 Q3	$3.03K	Hold	17	–	–	﹤0.01%	1038
2025 Q2	$2.97K	Hold	17	–	–	﹤0.01%	1012
2025 Q1	$2.96K	Hold	17	–	–	﹤0.01%	945
2024 Q4	$2.81K	Sell	17 -8	-32%	-$1.37K	﹤0.01%	879
2024 Q3	$4.23K	Hold	25	–	–	﹤0.01%	908
2024 Q2	$3.81K	Hold	25	–	–	﹤0.01%	890
2024 Q1	$3.89K	Hold	25	–	–	﹤0.01%	885
2023 Q4	$3.63K	Sell	25 -3	-11%	-$414	﹤0.01%	908
2023 Q3	$3.8K	Hold	28	–	–	﹤0.01%	870
2023 Q2	$4K	Hold	28	–	–	﹤0.01%	815
2023 Q1	$3.89K	Buy	+28	New	+$3.81K	﹤0.01%	811
2022 Q4	–	Sell	-28	Closed	-$4K	–	852
2022 Q3	$4K	Hold	28	–	–	﹤0.01%	748
2022 Q2	$4K	Sell	28 -2	-7%	-$274	﹤0.01%	772
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	794
2021 Q4	$5K	Hold	30	–	–	﹤0.01%	766
2021 Q3	$4K	Hold	30	–	–	﹤0.01%	726
2021 Q2	$4K	Hold	30	–	–	﹤0.01%	750
2021 Q1	$4K	Hold	30	–	–	﹤0.01%	697
2020 Q4	$4K	Hold	30	–	–	﹤0.01%	662
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	596
2020 Q2	$3K	Sell	30 -2,510	-99%	-$249K	﹤0.01%	531
2020 Q1	$230K	Buy	2,540 +300	+13%	+$32.8K	0.06%	267
2019 Q4	$256K	Buy	2,240 +621	+38%	+$69.5K	0.07%	256
2019 Q3	$181K	Buy	1,619 +575	+55%	+$63.4K	0.05%	287
2019 Q2	$114K	Buy	1,044 +220	+27%	+$22.9K	0.03%	362
2019 Q1	$83K	Buy	824 +363	+79%	+$34.8K	0.03%	384
2018 Q4	$41K	Buy	+461	New	+$43.1K	0.02%	493

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

Capital Investment Advisory Services's LGLV Position: Q1 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 24% in Q1 2026, selling an estimated $729 and leaving 13 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Capital Investment Advisory Services first reported a position in LGLV in Q4 2018 and has held it in 29 quarters since. The position peaked at $256K in Q4 2019. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Capital Investment Advisory Services held 13 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.31K as of Q1 2026.
Capital Investment Advisory Services sold 4 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $729.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1159 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and has held it in 29 quarters since.
Capital Investment Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $256K in Q4 2019.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.