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

CX Institutional’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
2025 Q4	–	Sell	-41	Closed	-$7K	–	1563
2025 Q3	$7K	Hold	41	–	–	﹤0.01%	1235
2025 Q2	$7K	Hold	41	–	–	﹤0.01%	1076
2025 Q1	$7K	Buy	+41	New	+$6.99K	﹤0.01%	1042
2023 Q1	–	Sell	-94,731	Closed	-$12.8M	–	540
2022 Q4	$12.8M	Buy	94,731 +37,261	+65%	+$4.96M	0.78%	27
2022 Q3	$7.09M	Buy	57,470 +57,452	+319,178%	+$7.76M	0.49%	51
2022 Q2	$2K	Buy	+18	New	+$2.47K	﹤0.01%	1099
2020 Q4	–	Sell	-806	Closed	-$87K	–	883
2020 Q3	$87K	Sell	806 -45	-5%	-$4.84K	0.01%	329
2020 Q2	$87K	Sell	851 -224	-21%	-$22.2K	0.01%	304
2020 Q1	$97K	Sell	1,075 -52,623	-98%	-$5.75M	0.02%	269
2019 Q4	$6.13M	Sell	53,698 -516	-1%	-$57.7K	1.07%	27
2019 Q3	$6.04M	Sell	54,214 -45,375	-46%	-$5M	0.98%	29
2019 Q2	$10.7M	Buy	+99,589	New	+$10.4M	1.7%	18

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CX Institutional's LGLV Position: Q4 2025 in Review

CX Institutional sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 41 shares — an estimated $7K sold.

CX Institutional first reported a position in LGLV in Q2 2019 and held it in 12 quarters. The position peaked at $12.8M in Q4 2022. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

CX Institutional reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 41 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $7K.
CX Institutional first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 12 quarters.
CX Institutional's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $12.8M in Q4 2022.
179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.