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

EverSource Wealth Advisors’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 Q3	–	Sell	-9	Closed	-$1.57K	–	4413
2025 Q2	$1.57K	Hold	9	–	–	﹤0.01%	3579
2025 Q1	$1.57K	Sell	9 -124	-93%	-$21.1K	﹤0.01%	3043
2024 Q4	$22K	Buy	+133	New	+$22.7K	﹤0.01%	1569
2023 Q2	–	Sell	-93	Closed	-$12.7K	–	2551
2023 Q1	$12.7K	Hold	93	–	–	﹤0.01%	1265
2022 Q4	$12.6K	Buy	+93	New	+$12.4K	﹤0.01%	1245

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

EverSource Wealth Advisors's LGLV Position: Q3 2025 in Review

EverSource Wealth Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2025, closing a stake of 9 shares — an estimated $1.57K sold.

EverSource Wealth Advisors first reported a position in LGLV in Q4 2022 and held it in 5 quarters. The position peaked at $22K in Q4 2024. 180 funds tracked by Wall St. Rank hold LGLV as of Q3 2025.

EverSource Wealth Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 9 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2025, an estimated $1.57K.
EverSource Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and held it in 5 quarters.
EverSource Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $22K in Q4 2024.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2025.

Based on EverSource Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.