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

Private Advisor 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 		$1M Sell
5,629
-656
-10% -$120K ﹤0.01% 1421
2025
Q4 		$1.1M Sell
6,285
-105
-2% -$18.4K 0.01% 1354
2025
Q3 		$1.14M Sell
6,390
-147
-2% -$25.9K 0.01% 1297
2025
Q2 		$1.14M Buy
6,537
+15
+0.2% +$2.57K 0.01% 1241
2025
Q1 		$1.14M Sell
6,522
-692
-10% -$118K 0.01% 1180
2024
Q4 		$1.19M Sell
7,214
-983
-12% -$168K 0.01% 1140
2024
Q3 		$1.39M Buy
8,197
+182
+2% +$29.5K 0.01% 1076
2024
Q2 		$1.22M Sell
8,015
-700
-8% -$107K 0.01% 1081
2024
Q1 		$1.36M Sell
8,715
-293
-3% -$43.8K 0.01% 1005
2023
Q4 		$1.31M Buy
9,008
+2,118
+31% +$292K 0.01% 976
2023
Q3 		$920K Sell
6,890
-61,642
-90% -$8.6M 0.01% 1082
2023
Q2 		$9.64M Sell
68,532
-12,298
-15% -$1.69M 0.08% 225
2023
Q1 		$11.1M Buy
80,830
+46,467
+135% +$6.33M 0.11% 197
2022
Q4 		$227K Buy
34,363
+27,614
+409% +$3.68M 0.01% 855
2022
Q3 		$832K Buy
6,749
+670
+11% +$90.5K 0.01% 1003
2022
Q2 		$796K Buy
6,079
+1,626
+37% +$223K 0.01% 1182
2022
Q1 		$640K Buy
4,453
+518
+13% +$72.6K ﹤0.01% 1297
2021
Q4 		$593K Buy
3,935
+370
+10% +$53K ﹤0.01% 1367
2021
Q3 		$476K Buy
3,565
+1,126
+46% +$156K ﹤0.01% 1538
2021
Q2 		$325K Sell
2,439
-33
-1% -$4.36K ﹤0.01% 1593
2021
Q1 		$310K Buy
2,472
+38
+2% +$4.6K ﹤0.01% 1536
2020
Q4 		$292K Sell
2,434
-65
-3% -$7.46K ﹤0.01% 1472
2020
Q3 		$271K Sell
2,499
-1,148
-31% -$124K ﹤0.01% 1298
2020
Q2 		$372K Sell
3,647
-8,119
-69% -$806K 0.01% 1131
2020
Q1 		$1.07M Buy
11,766
+2,377
+25% +$260K 0.02% 635
2019
Q4 		$1.07M Buy
+9,389
New +$1.05M 0.02% 731

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Advisor Group's LGLV Position: Q1 2026 in Review

Private Advisor Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 10% in Q1 2026, selling an estimated $120K and leaving 5,629 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #1421.

Private Advisor Group first reported a position in LGLV in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.1M in Q1 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Private Advisor Group held 5,629 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1M as of Q1 2026.
  • Private Advisor Group sold 656 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $120K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1421 holding.
  • Private Advisor Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 26 quarters since.
  • Private Advisor Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.1M in Q1 2023.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.