BFC Planning, Inc.’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

BFC Planning, Inc.’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 Q2	$274K	Sell	1,510 -221	-13%	-$39.7K	0.01%	826
2026 Q1	$308K	Buy	1,731 +221	+15%	+$40.3K	0.01%	726
2025 Q4	$265K	Buy	+1,510	New	+$265K	0.01%	760

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

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

BFC Planning, Inc.'s LGLV Position: Q2 2026 in Review

BFC Planning, Inc. reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 13% in Q2 2026, selling an estimated $39.7K and leaving 1,510 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #826.

BFC Planning, Inc. first reported a position in LGLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $308K in Q1 2026. 186 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

BFC Planning, Inc. held 1,510 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $274K as of Q2 2026.
BFC Planning, Inc. sold 221 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $39.7K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #826 holding.
BFC Planning, Inc. first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2025 and has held it in 3 quarters since.
BFC Planning, Inc.'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $308K in Q1 2026.
186 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.