Cetera Investment Advisers’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Cetera Investment Advisers’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	$1.61M	Sell	9,042 -1,012	-10%	-$184K	﹤0.01%	2480
2025 Q4	$1.77M	Sell	10,054 -6,770	-40%	-$1.19M	﹤0.01%	2328
2025 Q3	$3M	Buy	16,824 +3,069	+22%	+$540K	﹤0.01%	1826
2025 Q2	$2.4M	Buy	13,755 +4,882	+55%	+$836K	﹤0.01%	1710
2025 Q1	$1.54M	Sell	8,873 -1,730	-16%	-$295K	﹤0.01%	1944
2024 Q4	$1.75M	Sell	10,603 -1,368	-11%	-$234K	﹤0.01%	1750
2024 Q3	$2.03M	Buy	11,971 +422	+4%	+$68.3K	﹤0.01%	1622
2024 Q2	$1.76M	Sell	11,549 -649	-5%	-$98.8K	﹤0.01%	1661
2024 Q1	$1.9M	Buy	12,198 +10,390	+575%	+$1.55M	﹤0.01%	1591
2023 Q4	$262K	Sell	1,808 -526	-23%	-$72.6K	﹤0.01%	1864
2023 Q3	$312K	Buy	2,334 +117	+5%	+$16.3K	﹤0.01%	1702
2023 Q2	$312K	Sell	2,217 -304	-12%	-$41.8K	﹤0.01%	1724
2023 Q1	$345K	Buy	2,521 +33	+1%	+$4.5K	﹤0.01%	1624
2022 Q4	$337K	Sell	2,488 -9	-0.4%	-$1.2K	﹤0.01%	1586
2022 Q3	$308K	Sell	2,497 -99	-4%	-$13.4K	0.01%	1250
2022 Q2	$340K	Sell	2,596 -40	-2%	-$5.49K	0.01%	1335
2022 Q1	$379K	Sell	2,636 -1,366	-34%	-$191K	0.01%	1354
2021 Q4	$603K	Sell	4,002 -480	-11%	-$68.8K	0.01%	1074
2021 Q3	$598K	Sell	4,482 -1,478	-25%	-$204K	0.01%	1035
2021 Q2	$793K	Sell	5,960 -8,103	-58%	-$1.07M	0.01%	869
2021 Q1	$1.76M	Sell	14,063 -1,391	-9%	-$168K	0.03%	455
2020 Q4	$1.85M	Buy	15,454 +9,174	+146%	+$1.05M	0.04%	451
2020 Q3	$681K	Sell	6,280 -16	-0.3%	-$1.72K	0.06%	325
2020 Q2	$643K	Sell	6,296 -47,351	-88%	-$4.7M	0.06%	313
2020 Q1	$4.86M	Buy	53,647 +16,039	+43%	+$1.75M	0.6%	34
2019 Q4	$4.3M	Buy	37,608 +11,017	+41%	+$1.23M	0.43%	59
2019 Q3	$2.96M	Buy	+26,591	New	+$2.93M	0.36%	76

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 $347M AUM 9.29% 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

Cetera Investment Advisers's LGLV Position: Q1 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 10% in Q1 2026, selling an estimated $184K and leaving 9,042 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Cetera Investment Advisers first reported a position in LGLV in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.86M in Q1 2020. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Cetera Investment Advisers held 9,042 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.61M as of Q1 2026.
Cetera Investment Advisers sold 1,012 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $184K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2480 holding.
Cetera Investment Advisers first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 27 quarters since.
Cetera Investment Advisers's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $4.86M in Q1 2020.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.