Citadel Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Citadel Advisors’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	$430K	Sell	2,417 -5,863	-71%	-$1.07M	﹤0.01%	9662
2025 Q4	$1.45M	Buy	8,280 +2,644	+47%	+$464K	﹤0.01%	6577
2025 Q3	$1M	Buy	5,636 +4,272	+313%	+$752K	﹤0.01%	7533
2025 Q2	$238K	Buy	+1,364	New	+$234K	﹤0.01%	10325
2025 Q1	–	Sell	-1,389	Closed	-$229K	–	15112
2024 Q4	$229K	Sell	1,389 -987	-42%	-$169K	﹤0.01%	10196
2024 Q3	$402K	Sell	2,376 -7,631	-76%	-$1.24M	﹤0.01%	8714
2024 Q2	$1.53M	Buy	10,007 +872	+10%	+$133K	﹤0.01%	5814
2024 Q1	$1.42M	Buy	9,135 +3,390	+59%	+$507K	﹤0.01%	6193
2023 Q4	$833K	Buy	5,745 +1,046	+22%	+$144K	﹤0.01%	7044
2023 Q3	$627K	Sell	4,699 -3,310	-41%	-$462K	﹤0.01%	7572
2023 Q2	$1.13M	Buy	+8,009	New	+$1.1M	﹤0.01%	6216
2023 Q1	–	Sell	-4,882	Closed	-$662K	–	15145
2022 Q4	$662K	Buy	+4,882	New	+$650K	﹤0.01%	7668
2021 Q4	–	Sell	-6,912	Closed	-$922K	–	14339
2021 Q3	$922K	Buy	+6,912	New	+$956K	﹤0.01%	8358
2021 Q1	–	Sell	-10,000	Closed	-$1.2M	–	13499
2020 Q4	$1.2M	Buy	10,000 +1,409	+16%	+$162K	﹤0.01%	6407
2020 Q3	$931K	Sell	8,591 -2,197	-20%	-$236K	﹤0.01%	6169
2020 Q2	$1.1M	Buy	+10,788	New	+$1.07M	﹤0.01%	5664
2019 Q1	–	Sell	-20,863	Closed	-$1.86M	–	9618
2018 Q4	$1.86M	Sell	20,863 -9,990	-32%	-$933K	﹤0.01%	4259
2018 Q3	$2.99M	Buy	+30,853	New	+$2.94M	﹤0.01%	3738
2017 Q2	–	Sell	-12,152	Closed	-$1.03M	–	7814
2017 Q1	$1.03M	Buy	+12,152	New	+$1.01M	﹤0.01%	3951
2016 Q2	–	Sell	-30,556	Closed	-$2.35M	–	7129
2016 Q1	$2.35M	Buy	+30,556	New	+$2.2M	﹤0.01%	2478
2015 Q3	–	Sell	-3,295	Closed	-$239K	–	9073
2015 Q2	$239K	Sell	3,295 -8,861	-73%	-$656K	﹤0.01%	6076
2015 Q1	$900K	Buy	12,156 +9,166	+307%	+$683K	﹤0.01%	4062
2014 Q4	$223K	Buy	+2,990	New	+$225K	﹤0.01%	5846

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

Citadel Advisors's LGLV Position: Q1 2026 in Review

Citadel Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 71% in Q1 2026, selling an estimated $1.07M and leaving 2,417 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #9662.

Citadel Advisors first reported a position in LGLV in Q4 2014 and has held it in 23 quarters since. The position peaked at $2.99M in Q3 2018. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Citadel Advisors held 2,417 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $430K as of Q1 2026.
Citadel Advisors sold 5,863 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.07M.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #9662 holding.
Citadel Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2014 and has held it in 23 quarters since.
Citadel Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.99M in Q3 2018.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.