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

NBC Securities’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	$72.7K	Hold	408	–	–	0.01%	1183
2025 Q4	$71.6K	Hold	408	–	–	0.01%	1195
2025 Q3	$72.7K	Hold	408	–	–	0.01%	1181
2025 Q2	$71K	Hold	408	–	–	0.01%	1190
2025 Q1	$71K	Buy	+408	New	+$69.5K	0.01%	1056
2024 Q4	–	Sell	-408	Closed	-$69K	–	1727
2024 Q3	$69K	Hold	408	–	–	0.01%	1085
2024 Q2	$62K	Hold	408	–	–	0.01%	1077
2024 Q1	$63K	Hold	408	–	–	0.01%	1073
2023 Q4	$59K	Hold	408	–	–	0.01%	1077
2023 Q3	$54K	Buy	+408	New	+$56.9K	0.01%	1104

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

NBC Securities's LGLV Position: Q1 2026 in Review

NBC Securities held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 408 shares worth $72.7K. The position accounts for 0.01% of the portfolio, ranked #1183.

NBC Securities first reported a position in LGLV in Q3 2023 and has held it in 10 quarters since. The position peaked at $72.7K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

NBC Securities held 408 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $72.7K as of Q1 2026.
NBC Securities 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 0.01% of NBC Securities's portfolio in Q1 2026, its #1183 holding.
NBC Securities first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2023 and has held it in 10 quarters since.
NBC Securities's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $72.7K 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 NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.