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Cornerstone Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Cornerstone Wealth Management’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 		$299K Hold
1,678
– – 0.01% 578
2025
Q4 		$295K Hold
1,678
– – 0.02% 555
2025
Q3 		$299K Hold
1,678
– – 0.02% 534
2025
Q2 		$293K Buy
1,678
+130
+8% +$22.3K 0.02% 518
2025
Q1 		$269K Buy
1,548
+72
+5% +$12.3K 0.02% 502
2024
Q4 		$244K Buy
1,476
+100
+7% +$17.1K 0.02% 512
2024
Q3 		$233K Sell
1,376
-125
-8% -$20.2K 0.02% 512
2024
Q2 		$229K Hold
1,501
– – 0.02% 492
2024
Q1 		$234K Hold
1,501
– – 0.02% 486
2023
Q4 		$218K Sell
1,501
-171
-10% -$23.6K 0.02% 484
2023
Q3 		$223K Hold
1,672
– – 0.02% 487
2023
Q2 		$235K Buy
+1,672
New +$230K 0.02% 452

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Wealth Management's LGLV Position: Q1 2026 in Review

Cornerstone Wealth Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 1,678 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #578.

Cornerstone Wealth Management first reported a position in LGLV in Q2 2023 and has held it in 12 quarters since. The position peaked at $299K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Cornerstone Wealth Management held 1,678 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $299K as of Q1 2026.
  • Cornerstone Wealth Management left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #578 holding.
  • Cornerstone Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and has held it in 12 quarters since.
  • Cornerstone Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $299K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.