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
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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Global Retirement Partners's LGLV Position: Q4 2025 in Review

Global Retirement Partners opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025: 1 share worth $176. The stake represents ﹤0.01% of the portfolio and ranks #4117 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in LGLV as recently as Q1 2020.

Global Retirement Partners first reported a position in LGLV in Q1 2020 and has held it in 2 quarters since. The position peaked at $70K in Q1 2020. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

Global Retirement Partners held 1 share of State Street SPDR US Large Cap Low Volatility Index ETF worth $176 as of Q4 2025.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Global Retirement Partners position in Q4 2025.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4117 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 2 quarters since.
Global Retirement Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $70K in Q1 2020.
179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.