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

Paladin Advisory 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
2023 Q1	–	Sell	-330	Closed	-$44.8K	–	393
2022 Q4	$44.8K	Sell	330 -206	-38%	-$27.4K	0.04%	160
2022 Q3	$66K	Hold	536	–	–	0.06%	140
2022 Q2	$70K	Buy	+536	New	+$73.5K	0.06%	139
2022 Q1	–	Sell	-536	Closed	-$80K	–	407
2021 Q4	$80K	Buy	+536	New	+$76.8K	0.06%	154

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 $347M AUM 9.29% 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

Paladin Advisory Group's LGLV Position: Q1 2026 in Review

Paladin Advisory Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 217 shares worth $38.6K. The position accounts for 0.03% of the portfolio, ranked #158.

Paladin Advisory Group first reported a position in LGLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $77K in Q1 2022. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Paladin Advisory Group held 217 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $38.6K as of Q1 2026.
Paladin Advisory 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 0.03% of Paladin Advisory Group's portfolio in Q1 2026, its #158 holding.
Paladin Advisory Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $77K in Q1 2022.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.