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

High Net Worth Advisory Group’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 Q1	$410K	Sell	2,300 -100	-4%	-$18.2K	0.1%	162
2025 Q4	$421K	Hold	2,400	–	–	0.1%	153
2025 Q3	$428K	Hold	2,400	–	–	0.1%	150
2025 Q2	$419K	Hold	2,400	–	–	0.11%	144
2025 Q1	$418K	Hold	2,400	–	–	0.12%	138
2024 Q4	$397K	Hold	2,400	–	–	0.11%	141
2024 Q3	$406K	Hold	2,400	–	–	0.11%	145
2024 Q2	$366K	Hold	2,400	–	–	0.11%	141
2024 Q1	$374K	Hold	2,400	–	–	0.12%	140
2023 Q4	$348K	Hold	2,400	–	–	0.13%	131
2023 Q3	$320K	Hold	2,400	–	–	0.13%	132
2023 Q2	$337K	Hold	2,400	–	–	0.13%	135
2023 Q1	$328K	Hold	2,400	–	–	0.13%	138
2022 Q4	$326K	Sell	2,400 -150	-6%	-$20K	0.13%	142
2022 Q3	$315K	Hold	2,550	–	–	0.13%	137
2022 Q2	$334K	Hold	2,550	–	–	0.14%	134
2022 Q1	$366K	Hold	2,550	–	–	0.13%	131
2021 Q4	$384K	Buy	+2,550	New	+$365K	0.13%	131

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

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

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

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

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

High Net Worth Advisory Group's LGLV Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 4.2% in Q1 2026, selling an estimated $18.2K and leaving 2,300 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #162.

High Net Worth Advisory Group first reported a position in LGLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $428K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

High Net Worth Advisory Group held 2,300 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $410K as of Q1 2026.
High Net Worth Advisory Group sold 100 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $18.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.1% of High Net Worth Advisory Group's portfolio in Q1 2026, its #162 holding.
High Net Worth Advisory Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $428K in Q3 2025.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.