HF Advisory Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$6.92M Buy
39,683
+1,791
+5% +$331K 2.06% 5
2026
Q2
$6.88M Buy
37,892
+2,924
+8% +$525K 2.13% 3
2026
Q1
$6.23M Buy
34,968
+596
+2% +$109K 2.12% 4
2025
Q4
$6.03M Buy
34,372
+2,498
+8% +$438K 2.11% 5
2025
Q3
$5.68M Buy
31,874
+1,504
+5% +$265K 2.09% 5
2025
Q2
$5.3M Buy
30,370
+1,244
+4% +$213K 2.1% 5
2025
Q1
$5.07M Buy
29,126
+562
+2% +$95.8K 2.22% 3
2024
Q4
$4.72M Sell
28,564
-305
-1% -$52.1K 2.17% 4
2024
Q3
$4.89M Buy
28,869
+53
+0.2% +$8.58K 2.27% 3
2024
Q2
$4.4M Sell
28,816
-1,695
-6% -$258K 2.27% 4
2024
Q1
$4.75M Sell
30,511
-2,231
-7% -$333K 2.66% 2
2023
Q4
$4.75M Buy
32,742
+491
+2% +$67.8K 3.03% 2
2023
Q3
$4.31M Buy
32,251
+452
+1% +$63K 3.19% 2
2023
Q2
$4.47M Buy
31,799
+429
+1% +$59K 3.53% 2
2023
Q1
$4.29M Buy
31,370
+2,325
+8% +$317K 3.81% 1
2022
Q4
$3.94M Buy
+29,045
New +$3.87M 3.98% 1

Other funds holding LGLV

HF Advisory Group's LGLV Position: Q3 2026 in Review

HF Advisory Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 4.7% in Q3 2026, buying an estimated $331K and bringing the position to 39,683 shares worth $6.92M. The position accounts for 2.06% of the portfolio, ranked #5.

HF Advisory Group first reported a position in LGLV in Q4 2022 and has held it in 16 quarters since. 32 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

  • HF Advisory Group held 39,683 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $6.92M as of Q3 2026.
  • HF Advisory Group bought 1,791 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $331K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 2.06% of HF Advisory Group's portfolio in Q3 2026, its #5 holding.
  • HF Advisory Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 16 quarters since.
  • 32 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.