IHT Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

IHT Wealth Management’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	$1.02M	Sell	5,722 -40	-0.7%	-$7.29K	0.02%	569
2025 Q4	$1.01M	Sell	5,762 -2,482	-30%	-$435K	0.02%	541
2025 Q3	$1.47M	Sell	8,244 -26	-0.3%	-$4.58K	0.04%	417
2025 Q2	$1.44M	Buy	8,270 +302	+4%	+$51.7K	0.04%	390
2025 Q1	$1.39M	Buy	7,968 +2,740	+52%	+$467K	0.04%	375
2024 Q4	$864K	Sell	5,228 -5,530	-51%	-$945K	0.03%	503
2024 Q3	$1.82M	Sell	10,758 -1,009	-9%	-$163K	0.05%	343
2024 Q2	$1.8M	Sell	11,767 -356	-3%	-$54.2K	0.07%	275
2024 Q1	$1.89M	Buy	12,123 +285	+2%	+$42.6K	0.08%	260
2023 Q4	$1.72M	Buy	11,838 +2,127	+22%	+$294K	0.08%	249
2023 Q3	$1.3M	Buy	9,711 +478	+5%	+$66.7K	0.07%	289
2023 Q2	$1.3M	Sell	9,233 -6,605	-42%	-$909K	0.07%	274
2023 Q1	$2.17M	Buy	15,838 +121	+0.8%	+$16.5K	0.12%	162
2022 Q4	$2.13M	Buy	15,717 +1,416	+10%	+$189K	0.13%	166
2022 Q3	$1.76M	Buy	14,301 +320	+2%	+$43.2K	0.13%	176
2022 Q2	$1.83M	Buy	13,981 +153	+1%	+$21K	0.16%	142
2022 Q1	$1.99M	Buy	13,828 +3,161	+30%	+$443K	0.15%	143
2021 Q4	$1.61M	Buy	10,667 +119	+1%	+$17.1K	0.12%	172
2021 Q3	$1.41M	Sell	10,548 -231	-2%	-$31.9K	0.11%	178
2021 Q2	$1.44M	Buy	10,779 +92	+0.9%	+$12.2K	0.09%	240
2021 Q1	$1.34M	Sell	10,687 -396	-4%	-$48K	0.1%	215
2020 Q4	$1.33M	Buy	11,083 +465	+4%	+$53.4K	0.11%	198
2020 Q3	$1.15M	Buy	+10,618	New	+$1.14M	0.12%	185

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

IHT Wealth Management's LGLV Position: Q1 2026 in Review

IHT Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.69% in Q1 2026, selling an estimated $7.29K and leaving 5,722 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #569.

IHT Wealth Management first reported a position in LGLV in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.17M in Q1 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

IHT Wealth Management held 5,722 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.02M as of Q1 2026.
IHT Wealth Management sold 40 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $7.29K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #569 holding.
IHT Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2020 and has held it in 23 quarters since.
IHT Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.17M in Q1 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 IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.