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 Q3	$10.7M	Buy	61,275 +37	+0.1%	+$6.84K	0.53%	35
2026 Q2	$11.1M	Buy	61,238 +215	+0.4%	+$38.6K	0.57%	32
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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Founders Financial Securities's LGLV Position: Q3 2026 in Review

Founders Financial Securities increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.06% in Q3 2026, buying an estimated $6.84K and bringing the position to 61,275 shares worth $10.7M. The position accounts for 0.53% of the portfolio, ranked #35.

Founders Financial Securities first reported a position in LGLV in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.1M in Q4 2025. 115 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Founders Financial Securities held 61,275 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $10.7M as of Q3 2026.
Founders Financial Securities bought 37 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $6.84K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.53% of Founders Financial Securities's portfolio in Q3 2026, its #35 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 11 quarters since.
Founders Financial Securities's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $14.1M in Q4 2025.
115 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.