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 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

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

Norden Group's LGLV Position: Q1 2026 in Review

Norden Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 8,455 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #136.

Norden Group first reported a position in LGLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Norden Group held 8,455 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.51M as of Q1 2026.
Norden Group 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 0.14% of Norden Group's portfolio in Q1 2026, its #136 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 7 quarters since.
Norden Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.63M in Q3 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 Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.