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

IFP Advisors’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 		$15K Hold
84
– – ﹤0.01% 2939
2025
Q4 		$14.7K Buy
+84
New +$14.7K ﹤0.01% 2873
2023
Q4 		– Sell
-1,382
Closed -$185K – 3213
2023
Q3 		$185K Sell
1,382
-245
-15% -$34.2K 0.01% 1001
2023
Q2 		$229K Buy
1,627
+1,573
+2,913% +$216K 0.01% 957
2023
Q1 		$4.88K Sell
54
-293
-84% -$39.9K ﹤0.01% 2575
2022
Q4 		$31K Sell
347
-1,646
-83% -$219K ﹤0.01% 2571
2022
Q3 		$180K Buy
1,993
+41
+2% +$5.54K ﹤0.01% 1474
2022
Q2 		$176K Hold
1,952
– – 0.01% 1337
2022
Q1 		$176K Buy
1,952
+1,903
+3,884% +$267K 0.01% 1337
2021
Q4 		$7K Sell
49
-5
-9% -$716 ﹤0.01% 2355
2021
Q3 		$8K Sell
54
-12
-18% -$1.66K ﹤0.01% 2369
2021
Q2 		$9K Hold
66
– – ﹤0.01% 2258
2021
Q1 		$8K Buy
66
+7
+12% +$848 ﹤0.01% 2227
2020
Q4 		$7K Buy
59
+32
+119% +$3.67K ﹤0.01% 2199
2020
Q3 		$3K Hold
27
– – ﹤0.01% 2368
2020
Q2 		$3K Sell
27
-423
-94% -$42K ﹤0.01% 2275
2020
Q1 		$41K Buy
450
+16
+4% +$1.75K ﹤0.01% 1214
2019
Q4 		$49K Buy
434
+31
+8% +$3.47K ﹤0.01% 1259
2019
Q3 		$44K Buy
+403
New +$44.4K ﹤0.01% 1428
2019
Q1 		– Sell
-80
Closed -$7K – 2944
2018
Q4 		$7K Buy
+80
New +$7.47K ﹤0.01% 2686
2018
Q2 		– Sell
-202
Closed -$18K – 3974
2018
Q1 		$18K Hold
202
– – ﹤0.01% 2447
2017
Q4 		$18K Buy
+202
New +$18.4K ﹤0.01% 2483

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

IFP Advisors's LGLV Position: Q1 2026 in Review

IFP Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 84 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

IFP Advisors first reported a position in LGLV in Q4 2017 and has held it in 22 quarters since. The position peaked at $229K in Q2 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • IFP Advisors held 84 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $15K as of Q1 2026.
  • IFP Advisors 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 ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2939 holding.
  • IFP Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2017 and has held it in 22 quarters since.
  • IFP Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $229K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.