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Financial Advocates Investment Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-6,961
Closed -$1.22M – 352
2025
Q2 		$1.22M Sell
6,961
-201
-3% -$34.4K 0.1% 199
2025
Q1 		$1.25M Buy
7,162
+260
+4% +$44.3K 0.09% 234
2024
Q4 		$1.14M Sell
6,902
-62
-0.9% -$10.6K 0.06% 277
2024
Q3 		$1.18M Sell
6,964
-201
-3% -$32.5K 0.07% 271
2024
Q2 		$1.09M Buy
7,165
+28
+0.4% +$4.26K 0.07% 271
2024
Q1 		$1.11M Sell
7,137
-218
-3% -$32.6K 0.06% 290
2023
Q4 		$1.07M Buy
7,355
+503
+7% +$69.5K 0.07% 272
2023
Q3 		$915K Buy
6,852
+395
+6% +$55.1K 0.07% 286
2023
Q2 		$908K Buy
6,457
+330
+5% +$45.4K 0.06% 286
2023
Q1 		$838K Buy
6,127
+434
+8% +$59.1K 0.06% 317
2022
Q4 		$772K Buy
5,693
+2,658
+88% +$354K 0.06% 347
2022
Q3 		$374K Buy
3,035
+3
+0.1% +$405 0.03% 492
2022
Q2 		$397K Sell
3,032
-115
-4% -$15.8K 0.03% 440
2022
Q1 		$452K Sell
3,147
-159
-5% -$22.3K 0.03% 470
2021
Q4 		$498K Sell
3,306
-1,619
-33% -$232K 0.03% 490
2021
Q3 		$657K Sell
4,925
-178
-3% -$24.6K 0.04% 410
2021
Q2 		$679K Buy
5,103
+429
+9% +$56.7K 0.05% 411
2021
Q1 		$586K Buy
4,674
+488
+12% +$59.1K 0.04% 445
2020
Q4 		$502K Buy
4,186
+754
+22% +$86.6K 0.03% 449
2020
Q3 		$372K Buy
+3,432
New +$369K 0.03% 427

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 $3.75B AUM 28.61% 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 $445B AUM 25.58% 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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Advocates Investment Management's LGLV Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2025, closing a stake of 6,961 shares — an estimated $1.22M sold.

Financial Advocates Investment Management first reported a position in LGLV in Q3 2020 and held it in 20 quarters. The position peaked at $1.25M in Q1 2025. 180 funds tracked by Wall St. Rank hold LGLV as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,961 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2025, an estimated $1.22M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020 and held it in 20 quarters.
  • Financial Advocates Investment Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.25M in Q1 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.