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

Mutual 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	$625K	Sell	3,507 -54	-2%	-$9.84K	0.01%	778
2025 Q4	$625K	Hold	3,561	–	–	0.01%	768
2025 Q3	$627K	Hold	3,561	–	–	0.01%	748
2025 Q2	$629K	Sell	3,561 -10	-0.3%	-$1.71K	0.02%	678
2025 Q1	$601K	Sell	3,571 -258	-7%	-$44K	0.02%	638
2024 Q4	$643K	Sell	3,829 -17	-0.4%	-$2.91K	0.02%	616
2024 Q3	$656K	Sell	3,846 -691	-15%	-$112K	0.02%	615
2024 Q2	$723K	Buy	4,537 +745	+20%	+$113K	0.02%	585
2024 Q1	$590K	Sell	3,792 -1,480	-28%	-$221K	0.02%	639
2023 Q4	$764K	Sell	5,272 -21	-0.4%	-$2.9K	0.03%	530
2023 Q3	$707K	Sell	5,293 -183	-3%	-$25.5K	0.03%	516
2023 Q2	$770K	Sell	5,476 -447	-8%	-$61.5K	0.03%	510
2023 Q1	$810K	Buy	5,923 +120	+2%	+$16.3K	0.03%	486
2022 Q4	$787K	Hold	5,803	–	–	0.04%	477
2022 Q3	$716K	Sell	5,803 -4,044	-41%	-$546K	0.04%	463
2022 Q2	$1.29M	Sell	9,847 -541	-5%	-$74.2K	0.09%	277
2022 Q1	$1.49M	Sell	10,388 -2,474	-19%	-$347K	0.08%	268
2021 Q4	$1.94M	Sell	12,862 -5,511	-30%	-$790K	0.1%	238
2021 Q3	$2.45M	Sell	18,373 -990	-5%	-$137K	0.15%	177
2021 Q2	$2.58M	Sell	19,363 -1,542	-7%	-$204K	0.15%	167
2021 Q1	$2.62M	Buy	20,905 +3,268	+19%	+$396K	0.18%	141
2020 Q4	$2.12M	Sell	17,637 -2,458	-12%	-$282K	0.16%	155
2020 Q3	$2.18M	Buy	20,095 +95	+0.5%	+$10.2K	0.19%	130
2020 Q2	$2.04M	Buy	20,000 +253	+1%	+$25.1K	0.2%	123
2020 Q1	$1.79M	Buy	19,747 +1,806	+10%	+$197K	0.24%	104
2019 Q4	$2.05M	Buy	17,941 +7,054	+65%	+$789K	0.22%	114
2019 Q3	$1.21M	Buy	10,887 +4,370	+67%	+$482K	0.16%	155
2019 Q2	$702K	Buy	+6,517	New	+$679K	0.09%	270

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

Mutual Advisors's LGLV Position: Q1 2026 in Review

Mutual Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.5% in Q1 2026, selling an estimated $9.84K and leaving 3,507 shares worth $625K. The position accounts for 0.01% of the portfolio, ranked #778.

Mutual Advisors first reported a position in LGLV in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.62M in Q1 2021. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Mutual Advisors held 3,507 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $625K as of Q1 2026.
Mutual Advisors sold 54 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $9.84K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #778 holding.
Mutual Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 28 quarters since.
Mutual Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.62M in Q1 2021.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.