Global Retirement Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Global Retirement Partners’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	$181	Buy	+1	New	+$180	﹤0.01%	4395
2025 Q4	$176	Buy	+1	New	+$175	﹤0.01%	4117
2020 Q2	–	Sell	-775	Closed	-$70K	–	1678
2020 Q1	$70K	Buy	+775	New	+$84.7K	0.01%	499

Other funds holding LGLV

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 $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $347M AUM 9.29% 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

BWFA

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Global Retirement Partners's LGLV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026: 1 share worth $181. The stake represents ﹤0.01% of the portfolio and ranks #4395 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LGLV as recently as Q4 2025.

Global Retirement Partners first reported a position in LGLV in Q1 2020 and has held it in 3 quarters since. The position peaked at $70K in Q1 2020. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Global Retirement Partners held 1 share of State Street SPDR US Large Cap Low Volatility Index ETF worth $181 as of Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Global Retirement Partners position in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4395 holding.
Global Retirement Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 3 quarters since.
Global Retirement Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $70K in Q1 2020.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.