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

Norden 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
2026 Q3	$1.45M	Sell	8,345 -110	-1%	-$20.3K	0.11%	152
2026 Q2	$1.53M	Hold	8,455	–	–	0.13%	142
2026 Q1	$1.51M	Hold	8,455	–	–	0.14%	136
2025 Q4	$1.48M	Sell	8,455 -200	-2%	-$35.1K	0.15%	123
2025 Q3	$1.54M	Hold	8,655	–	–	0.16%	133
2025 Q2	$1.51M	Sell	8,655 -335	-4%	-$57.4K	0.16%	133
2025 Q1	$1.56M	Hold	8,990	–	–	0.18%	106
2024 Q4	$1.49M	Sell	8,990 -620	-6%	-$106K	0.17%	123
2024 Q3	$1.63M	Buy	+9,610	New	+$1.56M	0.19%	114

Other funds holding LGLV

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Roffman Miller Associates Philadelphia, Pennsylvania $1.95B AUM 24% 1-Year Est. Return

Legacy Advisory Services Exton, Pennsylvania $139M AUM 9.89% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

Norden Group's LGLV Position: Q3 2026 in Review

Norden Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.3% in Q3 2026, selling an estimated $20.3K and leaving 8,345 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #152.

Norden Group first reported a position in LGLV in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q3 2024. 52 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Norden Group held 8,345 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.45M as of Q3 2026.
Norden Group sold 110 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $20.3K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.11% of Norden Group's portfolio in Q3 2026, its #152 holding.
Norden Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2024 and has held it in 9 quarters since.
Norden Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.63M in Q3 2024.
52 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.