FIA
LGLV icon

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

Foundations Investment 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 		$231K Sell
1,296
-28
-2% -$5.1K ﹤0.01% 1042
2025
Q4 		$232K Buy
+1,324
New +$232K ﹤0.01% 998
2025
Q2 		– Sell
-64,248
Closed -$11.2M – 972
2025
Q1 		$11.2M Buy
+64,248
New +$11M 0.21% 118
2024
Q4 		– Sell
-11,135
Closed -$1.88M – 867
2024
Q3 		$1.88M Buy
11,135
+1,535
+16% +$248K 0.04% 281
2024
Q2 		$1.46M Buy
+9,600
New +$1.46M 0.04% 277

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 $3.14B 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's LGLV Position: Q1 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.1% in Q1 2026, selling an estimated $5.1K and leaving 1,296 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Foundations Investment Advisors first reported a position in LGLV in Q2 2024 and has held it in 5 quarters since. The position peaked at $11.2M in Q1 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Foundations Investment Advisors held 1,296 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $231K as of Q1 2026.
  • Foundations Investment Advisors sold 28 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $5.1K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1042 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 5 quarters since.
  • Foundations Investment Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.2M in Q1 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 Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.