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

Cypress Wealth Services’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	$726K	Sell	4,000 -1,000	-20%	-$180K	0.09%	173
2026 Q1	$891K	Hold	5,000	–	–	0.13%	130
2025 Q4	$878K	Sell	5,000 -166	-3%	-$29.1K	0.12%	133
2025 Q3	$920K	Hold	5,166	–	–	0.15%	113
2025 Q2	$902K	Hold	5,166	–	–	0.16%	110
2025 Q1	$899K	Hold	5,166	–	–	0.18%	97
2024 Q4	$853K	Hold	5,166	–	–	0.17%	93
2024 Q3	$874K	Hold	5,166	–	–	0.18%	96
2024 Q2	$788K	Hold	5,166	–	–	0.18%	94
2024 Q1	$805K	Hold	5,166	–	–	0.19%	95
2023 Q4	$749K	Hold	5,166	–	–	0.19%	100
2023 Q3	$690K	Buy	5,166 +1	+0%	+$139	0.19%	100
2023 Q2	$726K	Buy	5,165 +1	+0%	+$138	0.19%	100
2023 Q1	$706K	Hold	5,164	–	–	0.21%	90
2022 Q4	$700K	Buy	5,164 +1	+0%	+$133	0.23%	89
2022 Q3	$640K	Buy	5,163 +1	+0%	+$135	0.22%	91
2022 Q2	$676K	Buy	5,162 +1	+0%	+$137	0.22%	90
2022 Q1	$742K	Sell	5,161 -64	-1%	-$8.97K	0.2%	86
2021 Q4	$787K	Sell	5,225 -100	-2%	-$14.3K	0.22%	80
2021 Q3	$710K	Sell	5,325 -4	-0.1%	-$553	0.21%	82
2021 Q2	$709K	Buy	5,329 +1	+0%	+$132	0.19%	93
2021 Q1	$668K	Buy	5,328 +817	+18%	+$99K	0.14%	121
2020 Q4	$541K	Buy	+4,511	New	+$518K	0.12%	142
2020 Q3	–	Sell	-3,508	Closed	-$378K	–	397
2020 Q2	$358K	Sell	3,508 -127	-3%	-$12.6K	0.09%	182
2020 Q1	$329K	Buy	+3,635	New	+$397K	0.1%	171

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

Cypress Wealth Services's LGLV Position: Q2 2026 in Review

Cypress Wealth Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 20% in Q2 2026, selling an estimated $180K and leaving 4,000 shares worth $726K. The position accounts for 0.09% of the portfolio, ranked #173.

Cypress Wealth Services first reported a position in LGLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $920K in Q3 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Cypress Wealth Services held 4,000 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $726K as of Q2 2026.
Cypress Wealth Services sold 1,000 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $180K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #173 holding.
Cypress Wealth Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 25 quarters since.
Cypress Wealth Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $920K in Q3 2025.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.