Ethos Financial Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Ethos Financial Group’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	$10.6M	Buy	60,029 +5,443	+10%	+$992K	0.77%	29
2025 Q4	$9.58M	Buy	54,586 +17,084	+46%	+$3M	0.71%	38
2025 Q3	$6.68M	Buy	37,502 +465	+1%	+$81.8K	0.52%	54
2025 Q2	$6.47M	Buy	37,037 +17,421	+89%	+$2.98M	0.56%	50
2025 Q1	$3.41M	Buy	+19,616	New	+$3.34M	0.33%	71

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

Ethos Financial Group's LGLV Position: Q1 2026 in Review

Ethos Financial Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 10% in Q1 2026, buying an estimated $992K and bringing the position to 60,029 shares worth $10.6M. The position accounts for 0.77% of the portfolio, ranked #29.

Ethos Financial Group first reported a position in LGLV in Q1 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Ethos Financial Group held 60,029 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $10.6M as of Q1 2026.
Ethos Financial Group bought 5,443 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $992K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.77% of Ethos Financial Group's portfolio in Q1 2026, its #29 holding.
Ethos Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and has held it in 5 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.