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 Q3	$28.1K	Hold	161	–	–	﹤0.01%	2759
2026 Q2	$29.2K	Buy	161 +77	+92%	+$13.8K	﹤0.01%	2737
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	+$7.48K	﹤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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

IFP Advisors's LGLV Position: Q3 2026 in Review

IFP Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q3 2026 at 161 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

IFP Advisors first reported a position in LGLV in Q4 2017 and has held it in 24 quarters since. The position peaked at $229K in Q2 2023. 126 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

IFP Advisors held 161 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $28.1K as of Q3 2026.
IFP Advisors left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q3 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2759 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 24 quarters since.
IFP Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $229K in Q2 2023.
126 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.