Founders Financial Securities’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Founders Financial Securities’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	$11.1M	Sell	61,023 -19,117	-24%	-$3.48M	0.63%	33
2025 Q4	$14.1M	Buy	80,140 +4,102	+5%	+$720K	0.83%	26
2025 Q3	$13.5M	Buy	76,038 +1,997	+3%	+$351K	0.92%	25
2025 Q2	$12.9M	Buy	74,041 +33,248	+82%	+$5.69M	0.98%	22
2025 Q1	$6.9M	Sell	40,793 -1,039	-2%	-$177K	0.58%	38
2024 Q4	$6.91M	Sell	41,832 -961	-2%	-$164K	0.62%	38
2024 Q3	$7.24M	Buy	42,793 +1,143	+3%	+$185K	0.67%	36
2024 Q2	$6.35M	Buy	41,650 +27	+0.1%	+$4.11K	0.6%	39
2024 Q1	$6.48M	Buy	+41,623	New	+$6.22M	0.68%	39

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

Founders Financial Securities's LGLV Position: Q1 2026 in Review

Founders Financial Securities reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 24% in Q1 2026, selling an estimated $3.48M and leaving 61,023 shares worth $11.1M. The position accounts for 0.63% of the portfolio, ranked #33.

Founders Financial Securities first reported a position in LGLV in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.1M in Q4 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Founders Financial Securities held 61,023 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $11.1M as of Q1 2026.
Founders Financial Securities sold 19,117 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $3.48M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.63% of Founders Financial Securities's portfolio in Q1 2026, its #33 holding.
Founders Financial Securities first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2024 and has held it in 9 quarters since.
Founders Financial Securities's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $14.1M in Q4 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 Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.