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 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

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 Planning's LGLV Position: Q1 2026 in Review

Creative Planning opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2026: 1,453 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #3532 among its holdings. This is a return to the name: Creative Planning previously reported a position in LGLV as recently as Q1 2019.

Creative Planning first reported a position in LGLV in Q2 2014 and has held it in 3 quarters since. The position peaked at $585K in Q1 2019. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Creative Planning held 1,453 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $259K as of Q1 2026.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Creative Planning position in Q1 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3532 holding.
Creative Planning first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2014 and has held it in 3 quarters since.
Creative Planning's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $585K in Q1 2019.
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 Planning's 13F filing for Q1 2026, filed 12 May 2026.