Hughes Financial Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Hughes Financial Services’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	$206K	Hold	1,155	–	–	0.03%	76
2025 Q4	$203K	Hold	1,155	–	–	0.03%	77
2025 Q3	$201K	Hold	1,155	–	–	0.03%	72
2025 Q2	$202K	Hold	1,155	–	–	0.03%	69
2025 Q1	$201K	Buy	+1,155	New	+$197K	0.04%	69

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

Hughes Financial Services's LGLV Position: Q1 2026 in Review

Hughes Financial Services held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 1,155 shares worth $206K. The position accounts for 0.03% of the portfolio, ranked #76.

Hughes Financial Services first reported a position in LGLV in Q1 2025 and has held it in 5 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Hughes Financial Services held 1,155 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $206K as of Q1 2026.
Hughes Financial Services left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Hughes Financial Services's portfolio in Q1 2026, its #76 holding.
Hughes Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and has held it in 5 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 Hughes Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.