M1FG
LGLV icon

Mach-1 Financial Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Mach-1 Financial Group’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
2025
Q4 		– Sell
-3,223
Closed -$574K – 392
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mach-1 Financial Group's LGLV Position: Q4 2025 in Review

Mach-1 Financial Group sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 3,223 shares — an estimated $574K sold.

Mach-1 Financial Group first reported a position in LGLV in Q3 2025 and held it in 1 quarter. The position peaked at $574K in Q3 2025. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

  • Mach-1 Financial Group reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
  • Mach-1 Financial Group sold 3,223 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $574K.
  • Mach-1 Financial Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2025 and held it in 1 quarter.
  • Mach-1 Financial Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $574K in Q3 2025.
  • 179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.