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

Investment Planning 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	$232K	Hold	1,300	–	–	0.06%	99
2025 Q4	$228K	Hold	1,300	–	–	0.07%	89
2025 Q3	$232K	Hold	1,300	–	–	0.07%	83
2025 Q2	$227K	Hold	1,300	–	–	0.08%	74
2025 Q1	$226K	Sell	1,300 -40	-3%	-$6.82K	0.09%	68
2024 Q4	$221K	Hold	1,340	–	–	0.1%	60
2024 Q3	$204K	Hold	1,340	–	–	0.1%	59
2024 Q2	$204K	Buy	+1,340	New	+$204K	0.1%	59

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

Investment Planning Advisors's LGLV Position: Q1 2026 in Review

Investment Planning Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 1,300 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #99.

Investment Planning Advisors first reported a position in LGLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $232K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Investment Planning Advisors held 1,300 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $232K as of Q1 2026.
Investment Planning 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 0.06% of Investment Planning Advisors's portfolio in Q1 2026, its #99 holding.
Investment Planning Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 8 quarters since.
Investment Planning Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $232K in Q3 2025.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.