Independent Advisor Alliance’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Independent Advisor Alliance’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
2025 Q1	–	Sell	-1,620	Closed	-$268K	–	1141
2024 Q4	$268K	Buy	+1,620	New	+$277K	﹤0.01%	1179
2020 Q2	–	Sell	-3,388	Closed	-$307K	–	521
2020 Q1	$307K	Sell	3,388 -7,038	-68%	-$769K	0.04%	275
2019 Q4	$1.19M	Buy	10,426 +7,276	+231%	+$814K	0.05%	328
2019 Q3	$350K	Buy	+3,150	New	+$347K	0.04%	304

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return

Independent Advisor Alliance's LGLV Position: Q1 2025 in Review

Independent Advisor Alliance sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2025, closing a stake of 1,620 shares — an estimated $268K sold.

Independent Advisor Alliance first reported a position in LGLV in Q3 2019 and held it in 4 quarters. The position peaked at $1.19M in Q4 2019. 173 funds tracked by Wall St. Rank hold LGLV as of Q1 2025.

Independent Advisor Alliance reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2025 after selling out during the quarter.
Independent Advisor Alliance sold 1,620 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2025, an estimated $268K.
Independent Advisor Alliance first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and held it in 4 quarters.
Independent Advisor Alliance's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.19M in Q4 2019.
173 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.