Mission Creek Capital Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Mission Creek Capital Partners’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	$989K	Sell	5,551 -40	-0.7%	-$7.29K	0.2%	102
2025 Q4	$982K	Sell	5,591 -45	-0.8%	-$7.89K	0.2%	103
2025 Q3	$1M	Sell	5,636 -180	-3%	-$31.7K	0.2%	102
2025 Q2	$1.02M	Sell	5,816 -268	-4%	-$45.9K	0.23%	91
2025 Q1	$1.06M	Sell	6,084 -10	-0.2%	-$1.71K	0.26%	91
2024 Q4	$1.01M	Sell	6,094 -85	-1%	-$14.5K	0.22%	106
2024 Q3	$1.05M	Sell	6,179 -674	-10%	-$109K	0.24%	105
2024 Q2	$1.05M	Sell	6,853 -4,531	-40%	-$690K	0.26%	97
2024 Q1	$1.77M	Sell	11,384 -39	-0.3%	-$5.83K	0.46%	62
2023 Q4	$1.66M	Sell	11,423 -836	-7%	-$115K	0.43%	62
2023 Q3	$1.64M	Buy	12,259 +4,050	+49%	+$565K	0.55%	54
2023 Q2	$1.15M	Buy	+8,209	New	+$1.13M	0.37%	92

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 $347M AUM 9.29% 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

Mission Creek Capital Partners's LGLV Position: Q1 2026 in Review

Mission Creek Capital Partners reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.72% in Q1 2026, selling an estimated $7.29K and leaving 5,551 shares worth $989K. The position accounts for 0.2% of the portfolio, ranked #102.

Mission Creek Capital Partners first reported a position in LGLV in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q1 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Mission Creek Capital Partners held 5,551 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $989K as of Q1 2026.
Mission Creek Capital Partners sold 40 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $7.29K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.2% of Mission Creek Capital Partners's portfolio in Q1 2026, its #102 holding.
Mission Creek Capital Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and has held it in 12 quarters since.
Mission Creek Capital Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.77M in Q1 2024.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.