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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
2020
Q4 		– Sell
-3,509
Closed -$380K – 412
2020
Q3 		$380K Buy
+3,509
New +$378K 0.1% 166

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $675M AUM
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
LAS
Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 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. 71 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.
  • 71 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.