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 Q3	$7.15K	Hold	41	–	–	﹤0.01%	2164
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	$5.4K	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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

CoreCap Advisors's LGLV Position: Q3 2026 in Review

CoreCap Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q3 2026 at 41 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

CoreCap Advisors first reported a position in LGLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $39K in Q3 2024. 47 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

CoreCap Advisors held 41 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $7.15K as of Q3 2026.
CoreCap Advisors left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q3 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2164 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 14 quarters since.
CoreCap Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $39K in Q3 2024.
47 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.