J.W. Cole Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

J.W. Cole 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	$613K	Buy	3,442 +2	+0.1%	+$365	0.02%	482
2025 Q4	$556K	Buy	3,440 +2	+0.1%	+$351	0.01%	849
2025 Q3	$613K	Sell	3,438 -80	-2%	-$14.1K	0.01%	917
2025 Q2	$614K	Buy	3,518 +275	+8%	+$47.1K	0.01%	846
2025 Q1	$564K	Sell	3,243 -70	-2%	-$11.9K	0.02%	733
2024 Q4	$547K	Buy	3,313 +3	+0.1%	+$513	0.02%	582
2024 Q3	$560K	Buy	3,310 +1	+0%	+$162	0.02%	562
2024 Q2	$505K	Sell	3,309 -272	-8%	-$41.4K	0.02%	519
2024 Q1	$558K	Buy	3,581 +276	+8%	+$41.3K	0.03%	505
2023 Q4	$479K	Buy	3,305 +3	+0.1%	+$414	0.03%	500
2023 Q3	$441K	Sell	3,302 -34	-1%	-$4.74K	0.03%	447
2023 Q2	$469K	Sell	3,336 -676	-17%	-$93K	0.03%	444
2023 Q1	$549K	Buy	4,012 +5	+0.1%	+$681	0.04%	424
2022 Q4	$544K	Sell	4,007 -790	-16%	-$105K	0.04%	399
2022 Q3	$592K	Sell	4,797 -3,305	-41%	-$446K	0.05%	354
2022 Q2	$1.06M	Buy	8,102 +11	+0.1%	+$1.51K	0.08%	252
2022 Q1	$1.16M	Sell	8,091 -676	-8%	-$94.7K	0.08%	264
2021 Q4	$1.32M	Buy	+8,767	New	+$1.26M	0.09%	245
2021 Q3	–	Sell	-6,246	Closed	-$831K	–	641
2021 Q2	$831K	Buy	6,246 +732	+13%	+$96.8K	0.07%	310
2021 Q1	$691K	Sell	5,514 -260	-5%	-$31.5K	0.07%	310
2020 Q4	$693K	Buy	+5,774	New	+$663K	0.07%	282
2020 Q1	–	Sell	-11,673	Closed	-$1.33M	–	330
2019 Q4	$1.33M	Buy	+11,673	New	+$1.31M	0.17%	154

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

J.W. Cole Advisors's LGLV Position: Q1 2026 in Review

J.W. Cole Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.06% in Q1 2026, buying an estimated $365 and bringing the position to 3,442 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #482.

J.W. Cole Advisors first reported a position in LGLV in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.33M in Q4 2019. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

J.W. Cole Advisors held 3,442 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $613K as of Q1 2026.
J.W. Cole Advisors bought 2 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $365.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q1 2026, its #482 holding.
J.W. Cole Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 22 quarters since.
J.W. Cole Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.33M in Q4 2019.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.