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

Millington Financial 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 		$270K Sell
1,501
-116
-7% -$21.1K 0.11% 98
2025
Q4 		$300K Sell
1,617
-48
-3% -$8.42K 0.13% 92
2025
Q3 		$291K Sell
1,665
-69
-4% -$12.1K 0.14% 88
2025
Q2 		$306K Sell
1,734
-43
-2% -$7.36K 0.15% 80
2025
Q1 		$296K Sell
1,777
-16
-0.9% -$2.73K 0.18% 79
2024
Q4 		$306K Sell
1,793
-237
-12% -$40.5K 0.18% 74
2024
Q3 		$344K Sell
2,030
-15
-0.7% -$2.43K 0.21% 67
2024
Q2 		$312K Sell
2,045
-350
-15% -$53.3K 0.22% 66
2024
Q1 		$373K Sell
2,395
-611
-20% -$91.3K 0.27% 61
2023
Q4 		$436K Sell
3,006
-4,269
-59% -$590K 0.35% 56
2023
Q3 		$971K Sell
7,275
-847
-10% -$118K 0.87% 38
2023
Q2 		$1.14M Sell
8,122
-121
-1% -$16.6K 1.02% 31
2023
Q1 		$1.13M Sell
8,243
-40
-0.5% -$5.45K 1.04% 33
2022
Q4 		$1.12M Buy
+8,283
New +$1.1M 1.1% 31

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 $347M AUM 9.29% 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

Millington Financial Advisors's LGLV Position: Q1 2026 in Review

Millington Financial Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 7.2% in Q1 2026, selling an estimated $21.1K and leaving 1,501 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #98.

Millington Financial Advisors first reported a position in LGLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.14M in Q2 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Millington Financial Advisors held 1,501 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $270K as of Q1 2026.
  • Millington Financial Advisors sold 116 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $21.1K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.11% of Millington Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • Millington Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 14 quarters since.
  • Millington Financial Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.14M in Q2 2023.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Millington Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.