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

Comprehensive Financial Planning’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 Q2	$46.7K	Buy	257 +2	+0.8%	+$359	0.02%	179
2026 Q1	$45.6K	Buy	255 +1	+0.4%	+$182	0.03%	164
2025 Q4	$44.7K	Buy	254 +1	+0.4%	+$175	0.03%	164
2025 Q3	$45.1K	Buy	253 +1	+0.4%	+$176	0.03%	169
2025 Q2	$44K	Buy	252 +2	+0.8%	+$342	0.03%	159
2025 Q1	$43.6K	Hold	250	–	–	0.04%	145
2024 Q4	$41.2K	Buy	+250	New	+$42.7K	0.03%	165

Other funds holding LGLV

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 $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Comprehensive Financial Planning's LGLV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.78% in Q2 2026, buying an estimated $359 and bringing the position to 257 shares worth $46.7K. The position accounts for 0.02% of the portfolio, ranked #179.

Comprehensive Financial Planning first reported a position in LGLV in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Comprehensive Financial Planning held 257 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $46.7K as of Q2 2026.
Comprehensive Financial Planning bought 2 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $359.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #179 holding.
Comprehensive Financial Planning first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.