Family Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Family Capital Management’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	$940K	Sell	5,276 -732	-12%	-$133K	0.42%	44
2025 Q4	$1.05M	Sell	6,008 -141	-2%	-$24.7K	0.47%	43
2025 Q3	$1.1M	Sell	6,149 -34	-0.5%	-$5.98K	0.52%	38
2025 Q2	$1.08M	Sell	6,183 -30	-0.5%	-$5.14K	0.57%	35
2025 Q1	$1.08M	Sell	6,213 -85	-1%	-$14.5K	0.67%	32
2024 Q4	$1.04M	Sell	6,298 -37	-0.6%	-$6.33K	0.63%	31
2024 Q3	$1.07M	Sell	6,335 -279	-4%	-$45.2K	0.69%	30
2024 Q2	$1.01M	Sell	6,614 -497	-7%	-$75.7K	0.69%	29
2024 Q1	$1.11M	Sell	7,111 -732	-9%	-$109K	0.77%	27
2023 Q4	$1.14M	Sell	7,843 -1,838	-19%	-$254K	0.81%	27
2023 Q3	$1.29M	Sell	9,681 -845	-8%	-$118K	0.85%	24
2023 Q2	$1.48M	Sell	10,526 -140	-1%	-$19.3K	0.92%	22
2023 Q1	$1.46M	Sell	10,666 -4,221	-28%	-$575K	0.63%	23
2022 Q4	$2.02M	Buy	+14,887	New	+$1.98M	1.33%	18

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

Family Capital Management's LGLV Position: Q1 2026 in Review

Family Capital Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 12% in Q1 2026, selling an estimated $133K and leaving 5,276 shares worth $940K. The position accounts for 0.42% of the portfolio, ranked #44.

Family Capital Management first reported a position in LGLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.02M in Q4 2022. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Family Capital Management held 5,276 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $940K as of Q1 2026.
Family Capital Management sold 732 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $133K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.42% of Family Capital Management's portfolio in Q1 2026, its #44 holding.
Family Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.02M in Q4 2022.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.