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

Flagship Private Wealth’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	$1.1M	Buy	6,150 +73	+1%	+$13.3K	0.44%	43
2025 Q4	$1.07M	Sell	6,077 -414	-6%	-$72.6K	0.42%	46
2025 Q3	$1.16M	Buy	6,491 +46	+0.7%	+$8.1K	0.46%	39
2025 Q2	$1.13M	Buy	6,445 +109	+2%	+$18.7K	0.48%	38
2025 Q1	$1.1M	Sell	6,336 -186	-3%	-$31.7K	0.53%	37
2024 Q4	$1.08M	Buy	6,522 +267	+4%	+$45.6K	0.52%	37
2024 Q3	$1.06M	Buy	6,255 +97	+2%	+$15.7K	0.55%	37
2024 Q2	$940K	Sell	6,158 -79	-1%	-$12K	0.56%	33
2024 Q1	$971K	Sell	6,237 -1,308	-17%	-$196K	0.63%	31
2023 Q4	$1.09M	Buy	7,545 +43	+0.6%	+$5.94K	0.84%	26
2023 Q3	$1M	Buy	7,502 +56	+0.8%	+$7.81K	0.88%	25
2023 Q2	$1.05M	Sell	7,446 -405	-5%	-$55.7K	0.87%	27
2023 Q1	$1.07M	Sell	7,851 -576	-7%	-$78.5K	0.96%	24
2022 Q4	$1.14M	Buy	8,427 +3,276	+64%	+$436K	1.07%	25
2022 Q3	$636K	Buy	5,151 +824	+19%	+$111K	0.66%	34
2022 Q2	$567K	Sell	4,327 -28	-0.6%	-$3.84K	0.55%	38
2022 Q1	$626K	Buy	4,355 +9	+0.2%	+$1.26K	0.51%	43
2021 Q4	$655K	Sell	4,346 -617	-12%	-$88.4K	0.48%	41
2021 Q3	$662K	Buy	4,963 +11	+0.2%	+$1.52K	0.53%	40
2021 Q2	$673K	Sell	4,952 -513	-9%	-$67.8K	0.51%	37
2021 Q1	$699K	Sell	5,465 -562	-9%	-$68.1K	0.58%	31
2020 Q4	$699K	Buy	+6,027	New	+$692K	0.65%	28

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

Flagship Private Wealth's LGLV Position: Q1 2026 in Review

Flagship Private Wealth increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.2% in Q1 2026, buying an estimated $13.3K and bringing the position to 6,150 shares worth $1.1M. The position accounts for 0.44% of the portfolio, ranked #43.

Flagship Private Wealth first reported a position in LGLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.16M in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Flagship Private Wealth held 6,150 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.1M as of Q1 2026.
Flagship Private Wealth bought 73 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $13.3K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.44% of Flagship Private Wealth's portfolio in Q1 2026, its #43 holding.
Flagship Private Wealth first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and has held it in 22 quarters since.
Flagship Private Wealth's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.16M in Q3 2025.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Flagship Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.