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

Legacy Advisory Services’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	$2.47M	Buy	13,865 +3,080	+29%	+$561K	1.89%	11
2025 Q4	$1.89M	Sell	10,785 -59	-0.5%	-$10.3K	1.42%	14
2025 Q3	$1.93M	Buy	10,844 +31	+0.3%	+$5.46K	1.45%	14
2025 Q2	$1.89M	Buy	10,813 +32	+0.3%	+$5.48K	1.5%	14
2025 Q1	$1.88M	Sell	10,781 -13	-0.1%	-$2.22K	1.58%	13
2024 Q4	$1.78M	Buy	10,794 +58	+0.5%	+$9.92K	1.52%	19
2024 Q3	$1.82M	Buy	10,736 +504	+5%	+$81.6K	1.56%	18
2024 Q2	$1.56M	Sell	10,232 -787	-7%	-$120K	1.43%	18
2024 Q1	$1.72M	Buy	11,019 +1,588	+17%	+$237K	1.63%	16
2023 Q4	$1.37M	Buy	+9,431	New	+$1.3M	1.44%	16

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

Legacy Advisory Services's LGLV Position: Q1 2026 in Review

Legacy Advisory Services increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 29% in Q1 2026, buying an estimated $561K and bringing the position to 13,865 shares worth $2.47M. The position accounts for 1.89% of the portfolio, ranked #11.

Legacy Advisory Services first reported a position in LGLV in Q4 2023 and has held it in 10 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Legacy Advisory Services held 13,865 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.47M as of Q1 2026.
Legacy Advisory Services bought 3,080 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $561K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 1.89% of Legacy Advisory Services's portfolio in Q1 2026, its #11 holding.
Legacy Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and has held it in 10 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 Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.