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Integrity Advisory Solutions’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Integrity Advisory Solutions’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 		$642K Buy
3,605
+7
+0.2% +$1.28K 0.08% 121
2025
Q4 		$632K Buy
3,598
+375
+12% +$65.8K 0.09% 115
2025
Q3 		$574K Buy
+3,223
New +$567K 0.09% 110

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

Integrity Advisory Solutions's LGLV Position: Q1 2026 in Review

Integrity Advisory Solutions increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.19% in Q1 2026, buying an estimated $1.28K and bringing the position to 3,605 shares worth $642K. The position accounts for 0.08% of the portfolio, ranked #121.

Integrity Advisory Solutions first reported a position in LGLV in Q3 2025 and has held it in 3 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Integrity Advisory Solutions held 3,605 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $642K as of Q1 2026.
  • Integrity Advisory Solutions bought 7 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.28K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.08% of Integrity Advisory Solutions's portfolio in Q1 2026, its #121 holding.
  • Integrity Advisory Solutions first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2025 and has held it in 3 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 Integrity Advisory Solutions's 13F filing for Q1 2026, filed 11 May 2026.