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

Creative Financial Designs’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	$490K	Sell	2,749 -70	-2%	-$12.8K	0.03%	339
2025 Q4	$495K	Sell	2,819 -718	-20%	-$126K	0.03%	327
2025 Q3	$630K	Buy	3,537 +6	+0.2%	+$1.06K	0.04%	298
2025 Q2	$617K	Sell	3,531 -109	-3%	-$18.7K	0.04%	288
2025 Q1	$633K	Buy	3,640 +46	+1%	+$7.84K	0.05%	259
2024 Q4	$594K	Sell	3,594 -60	-2%	-$10.3K	0.05%	261
2024 Q3	$618K	Sell	3,654 -22	-0.6%	-$3.56K	0.05%	259
2024 Q2	$561K	Sell	3,676 -16	-0.4%	-$2.44K	0.05%	258
2024 Q1	$575K	Sell	3,692 -138	-4%	-$20.6K	0.05%	246
2023 Q4	$555K	Sell	3,830 -71	-2%	-$9.8K	0.06%	231
2023 Q3	$521K	Sell	3,901 -222	-5%	-$31K	0.06%	212
2023 Q2	$580K	Buy	4,123 +159	+4%	+$21.9K	0.07%	194
2023 Q1	$542K	Sell	3,964 -316	-7%	-$43K	0.07%	195
2022 Q4	$581K	Sell	4,280 -3,666	-46%	-$488K	0.09%	182
2022 Q3	$980K	Buy	7,946 +92	+1%	+$12.4K	0.16%	122
2022 Q2	$1.03M	Sell	7,854 -1,164	-13%	-$160K	0.17%	120
2022 Q1	$1.3M	Buy	9,018 +192	+2%	+$26.9K	0.2%	111
2021 Q4	$1.33M	Sell	8,826 -1,532	-15%	-$219K	0.2%	104
2021 Q3	$1.38M	Sell	10,358 -1,230	-11%	-$170K	0.23%	89
2021 Q2	$1.54M	Sell	11,588 -3,968	-26%	-$525K	0.27%	79
2021 Q1	$1.95M	Buy	15,556 +3	+0%	+$363	0.38%	61
2020 Q4	$1.87M	Sell	15,553 -13,653	-47%	-$1.57M	0.4%	49
2020 Q3	$3.17M	Sell	29,206 -240,101	-89%	-$25.8M	0.78%	31
2020 Q2	$27.5M	Buy	269,307 +12,569	+5%	+$1.25M	8.33%	1
2020 Q1	$23.3M	Buy	256,738 +235,990	+1,137%	+$25.8M	11.96%	1
2019 Q4	$2.38M	Buy	20,748 +20,647	+20,443%	+$2.31M	1.06%	26
2019 Q3	$11K	Buy	+101	New	+$11.1K	0.01%	397

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

Creative Financial Designs's LGLV Position: Q1 2026 in Review

Creative Financial Designs reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.5% in Q1 2026, selling an estimated $12.8K and leaving 2,749 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #339.

Creative Financial Designs first reported a position in LGLV in Q3 2019 and has held it in 27 quarters since. The position peaked at $27.5M in Q2 2020. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Creative Financial Designs held 2,749 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $490K as of Q1 2026.
Creative Financial Designs sold 70 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $12.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Creative Financial Designs's portfolio in Q1 2026, its #339 holding.
Creative Financial Designs first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 27 quarters since.
Creative Financial Designs's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $27.5M in Q2 2020.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.