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

Retireful LLC’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	$366K	Buy	2,097 +122	+6%	+$22.6K	0.31%	69
2026 Q2	$369K	Hold	1,975	–	–	0.34%	64
2026 Q1	$361K	Buy	+1,975	New	+$360K	0.51%	61
2024 Q4	–	Sell	-31,717	Closed	-$5.37M	–	142
2024 Q3	$5.37M	Buy	+31,717	New	+$5.13M	3.97%	8
2024 Q2	–	Sell	-4,057	Closed	-$632K	–	122
2024 Q1	$632K	Buy	+4,057	New	+$606K	0.26%	83

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

Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return

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

Retireful LLC's LGLV Position: Q3 2026 in Review

Retireful LLC increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 6.2% in Q3 2026, buying an estimated $22.6K and bringing the position to 2,097 shares worth $366K. The position accounts for 0.31% of the portfolio, ranked #69.

Retireful LLC first reported a position in LGLV in Q1 2024 and has held it in 5 quarters since. The position peaked at $5.37M in Q3 2024. 47 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Retireful LLC held 2,097 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $366K as of Q3 2026.
Retireful LLC bought 122 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $22.6K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.31% of Retireful LLC's portfolio in Q3 2026, its #69 holding.
Retireful LLC first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2024 and has held it in 5 quarters since.
Retireful LLC's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $5.37M in Q3 2024.
47 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Retireful LLC's 13F filing for Q3 2026, filed 9 Oct 2026.