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

Fortis Group 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
2026 Q1	$1.24M	Buy	6,807 +91	+1%	+$16.6K	0.2%	123
2025 Q4	$1.22M	Buy	6,716 +31	+0.5%	+$5.44K	0.21%	128
2025 Q3	$1.15M	Sell	6,685 -525	-7%	-$92.4K	0.2%	110
2025 Q2	$1.25M	Sell	7,210 -220	-3%	-$37.7K	0.23%	103
2025 Q1	$1.29M	Buy	7,430 +89	+1%	+$15.2K	0.25%	96
2024 Q4	$1.21M	Buy	7,341 +96	+1%	+$16.4K	0.23%	92
2024 Q3	$1.23M	Sell	7,245 -167	-2%	-$27K	0.23%	84
2024 Q2	$1.13M	Sell	7,412 -388	-5%	-$59.1K	0.22%	75
2024 Q1	$1.21M	Sell	7,800 -222	-3%	-$33.2K	0.22%	84
2023 Q4	$1.1M	Hold	8,022	–	–	0.27%	44
2023 Q3	$1.1M	Buy	8,022 +230	+3%	+$32.1K	0.34%	38
2023 Q2	$1.1M	Sell	7,792 -178	-2%	-$24.5K	0.29%	54
2023 Q1	$1.11M	Buy	+7,970	New	+$1.09M	0.34%	40
2020 Q3	$2.02M	Buy	+18,639	New	+$2.01M	0.39%	34

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

Fortis Group Advisors's LGLV Position: Q1 2026 in Review

Fortis Group Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.4% in Q1 2026, buying an estimated $16.6K and bringing the position to 6,807 shares worth $1.24M. The position accounts for 0.2% of the portfolio, ranked #123.

Fortis Group Advisors first reported a position in LGLV in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.02M in Q3 2020. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Fortis Group Advisors held 6,807 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.24M as of Q1 2026.
Fortis Group Advisors bought 91 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $16.6K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.2% of Fortis Group Advisors's portfolio in Q1 2026, its #123 holding.
Fortis Group Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020 and has held it in 14 quarters since.
Fortis Group Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.02M in Q3 2020.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.