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

Creative 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	–	Sell	-1,453	Closed	-$259K	–	4365
2026 Q1	$259K	Buy	+1,453	New	+$265K	﹤0.01%	3532
2019 Q2	–	Sell	-5,827	Closed	-$585K	–	2070
2019 Q1	$585K	Buy	+5,827	New	+$558K	﹤0.01%	955
2014 Q3	–	Sell	-100	Closed	-$7K	–	4088
2014 Q2	$7K	Buy	+100	New	+$7.15K	﹤0.01%	3048

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

Creative Planning's LGLV Position: Q2 2026 in Review

Creative Planning sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026, closing a stake of 1,453 shares — an estimated $259K sold.

Creative Planning first reported a position in LGLV in Q2 2014 and held it in 3 quarters. The position peaked at $585K in Q1 2019. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Creative Planning reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
Creative Planning sold 1,453 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $259K.
Creative Planning first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2014 and held it in 3 quarters.
Creative Planning's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $585K in Q1 2019.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.