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

Horizon Investments’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	$21.6M	Buy	121,394 +41,822	+53%	+$7.62M	0.24%	69
2025 Q4	$14M	Buy	79,572 +3,822	+5%	+$670K	0.18%	96
2025 Q3	$13.5M	Buy	75,750 +1,789	+2%	+$315K	0.18%	103
2025 Q2	$12.9M	Buy	73,961 +32,124	+77%	+$5.5M	0.2%	85
2025 Q1	$7.28M	Buy	41,837 +433	+1%	+$73.8K	0.22%	55
2024 Q4	$6.84M	Sell	41,404 -1,020	-2%	-$174K	0.2%	58
2024 Q3	$7.18M	Buy	42,424 +1,138	+3%	+$184K	0.19%	53
2024 Q2	$6.3M	Sell	41,286 -361	-0.9%	-$55K	0.17%	59
2024 Q1	$6.49M	Buy	+41,647	New	+$6.23M	0.17%	70

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

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

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

Horizon Investments's LGLV Position: Q1 2026 in Review

Horizon Investments increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 53% in Q1 2026, buying an estimated $7.62M and bringing the position to 121,394 shares worth $21.6M. The position accounts for 0.24% of the portfolio, ranked #69.

Horizon Investments first reported a position in LGLV in Q1 2024 and has held it in 9 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Horizon Investments held 121,394 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $21.6M as of Q1 2026.
Horizon Investments bought 41,822 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $7.62M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.24% of Horizon Investments's portfolio in Q1 2026, its #69 holding.
Horizon Investments first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2024 and has held it in 9 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 Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.