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

CoreCap 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 Q2	$7.44K	Buy	41 +10	+32%	+$1.8K	﹤0.01%	2173
2026 Q1	$5.52K	Hold	31	–	–	﹤0.01%	2153
2025 Q4	$5.44K	Hold	31	–	–	﹤0.01%	2172
2025 Q3	$5.52K	Hold	31	–	–	﹤0.01%	2141
2025 Q2	$5.41K	Hold	31	–	–	﹤0.01%	2091
2025 Q1	$5.39K	Hold	31	–	–	﹤0.01%	2075
2024 Q4	$5.12K	Sell	31 -200	-87%	-$34.2K	﹤0.01%	1970
2024 Q3	$39K	Buy	231 +1	+0.4%	+$162	﹤0.01%	1300
2024 Q2	$35K	Sell	230 -16	-7%	-$2.44K	﹤0.01%	755
2024 Q1	$38.3K	Buy	+246	New	+$36.8K	﹤0.01%	1212
2022 Q4	$15.1K	Buy	+111	New	+$14.8K	﹤0.01%	1399
2022 Q3	–	Sell	-111	Closed	-$15K	–	1390
2022 Q2	$15K	Buy	+111	New	+$15.2K	﹤0.01%	1346
2022 Q1	–	Sell	-236	Closed	-$36K	–	1391
2021 Q4	$36K	Buy	+236	New	+$33.8K	﹤0.01%	1112

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

CoreCap Advisors's LGLV Position: Q2 2026 in Review

CoreCap Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 32% in Q2 2026, buying an estimated $1.8K and bringing the position to 41 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

CoreCap Advisors first reported a position in LGLV in Q4 2021 and has held it in 13 quarters since. The position peaked at $39K in Q3 2024. 27 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

CoreCap Advisors held 41 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $7.44K as of Q2 2026.
CoreCap Advisors bought 10 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2173 holding.
CoreCap Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $39K in Q3 2024.
27 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.