LT
LGLV icon

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

Legacy Trust’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 		$457K Hold
2,568
– – 0.09% 139
2025
Q4 		$451K Hold
2,568
– – 0.08% 137
2025
Q3 		$458K Buy
+2,568
New +$452K 0.09% 132
2025
Q2 		– Sell
-2,568
Closed -$447K – 151
2025
Q1 		$447K Hold
2,568
– – 0.11% 112
2024
Q4 		$424K Hold
2,568
– – 0.1% 113
2024
Q3 		$435K Hold
2,568
– – 0.1% 114
2024
Q2 		$392K Hold
2,568
– – 0.1% 115
2024
Q1 		$400K Hold
2,568
– – 0.1% 118
2023
Q4 		$372K Hold
2,568
– – 0.1% 121
2023
Q3 		$343K Hold
2,568
– – 0.1% 121
2023
Q2 		$361K Hold
2,568
– – 0.1% 118
2023
Q1 		$351K Hold
2,568
– – 0.1% 119
2022
Q4 		$348K Buy
+2,568
New +$342K 0.11% 114

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

Legacy Trust's LGLV Position: Q1 2026 in Review

Legacy Trust held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 2,568 shares worth $457K. The position accounts for 0.09% of the portfolio, ranked #139.

Legacy Trust first reported a position in LGLV in Q4 2022 and has held it in 13 quarters since. The position peaked at $458K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Legacy Trust held 2,568 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $457K as of Q1 2026.
  • Legacy Trust 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 0.09% of Legacy Trust's portfolio in Q1 2026, its #139 holding.
  • Legacy Trust first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 13 quarters since.
  • Legacy Trust's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $458K 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 Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.