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

Elevation Wealth Partners’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
-80
Closed -$14.3K – 991
2025
Q3 		$14.3K Buy
+80
New +$14.1K 0.01% 360

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Elevation Wealth Partners's LGLV Position: Q4 2025 in Review

Elevation Wealth Partners sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 80 shares — an estimated $14.3K sold.

Elevation Wealth Partners first reported a position in LGLV in Q3 2025 and held it in 1 quarter. The position peaked at $14.3K in Q3 2025. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

  • Elevation Wealth Partners reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 80 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $14.3K.
  • Elevation Wealth Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2025 and held it in 1 quarter.
  • Elevation Wealth Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $14.3K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on Elevation Wealth Partners's 13F filing for Q4 2025, filed 9 Jan 2026.