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Holistic Planning’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Holistic Planning’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 		$420K Buy
2,361
+325
+16% +$59.2K 0.08% 203
2025
Q4 		$357K Buy
+2,036
New +$357K 0.08% 201

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Holistic Planning's LGLV Position: Q1 2026 in Review

Holistic Planning increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 16% in Q1 2026, buying an estimated $59.2K and bringing the position to 2,361 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #203.

Holistic Planning first reported a position in LGLV in Q4 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Holistic Planning held 2,361 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $420K as of Q1 2026.
  • Holistic Planning bought 325 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $59.2K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #203 holding.
  • Holistic Planning first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2025 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.