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Pacific Sun Financial’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Pacific Sun Financial’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
2025
Q4 		– Sell
-1,150
Closed -$205K – 204
2025
Q3 		$205K Hold
1,150
– – 0.1% 187
2025
Q2 		$201K Hold
1,150
– – 0.1% 185
2025
Q1 		$200K Buy
+1,150
New +$196K 0.11% 176
2024
Q4 		– Sell
-1,375
Closed -$233K – 185
2024
Q3 		$233K Sell
1,375
-40
-3% -$6.47K 0.13% 166
2024
Q2 		$216K Sell
1,415
-50
-3% -$7.61K 0.13% 169
2024
Q1 		$228K Sell
1,465
-10
-0.7% -$1.5K 0.13% 170
2023
Q4 		$214K Buy
+1,475
New +$204K 0.14% 166
2023
Q3 		– Sell
-1,530
Closed -$209K – 172
2023
Q2 		$209K Buy
+1,530
New +$211K 0.14% 168
2022
Q4 		$208K Buy
+1,530
New +$204K 0.15% 166
2022
Q3 		– Sell
-1,530
Closed -$200K – 175
2022
Q2 		$200K Sell
1,530
-200
-12% -$27.4K 0.13% 177
2022
Q1 		$249K Sell
1,730
-120
-6% -$16.8K 0.14% 166
2021
Q4 		$279K Hold
1,850
– – 0.15% 157
2021
Q3 		$247K Buy
+1,850
New +$256K 0.14% 158
2020
Q3 		$240K Buy
2,210
+20
+0.9% +$2.15K 0.2% 133
2020
Q2 		$224K Sell
2,190
-20
-0.9% -$1.99K 0.2% 131
2020
Q1 		$200K Buy
2,210
+140
+7% +$15.3K 0.23% 122
2019
Q4 		$236K Buy
2,070
+20
+1% +$2.24K 0.21% 125
2019
Q3 		$229K Buy
2,050
+50
+3% +$5.51K 0.22% 123
2019
Q2 		$215K Buy
+2,000
New +$208K 0.21% 129

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pacific Sun Financial's LGLV Position: Q4 2025 in Review

Pacific Sun Financial sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 1,150 shares — an estimated $205K sold.

Pacific Sun Financial first reported a position in LGLV in Q2 2019 and held it in 19 quarters. The position peaked at $279K in Q4 2021. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

  • Pacific Sun Financial reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
  • Pacific Sun Financial sold 1,150 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $205K.
  • Pacific Sun Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and held it in 19 quarters.
  • Pacific Sun Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $279K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on Pacific Sun Financial's 13F filing for Q4 2025, filed 5 Feb 2026.