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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
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

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

Retireful LLC's LGLV Position: Q1 2026 in Review

Retireful LLC opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2026: 1,975 shares worth $361K. The stake represents 0.51% of the portfolio and ranks #61 among its holdings. This is a return to the name: Retireful LLC previously reported a position in LGLV as recently as Q3 2024.

Retireful LLC first reported a position in LGLV in Q1 2024 and has held it in 3 quarters since. The position peaked at $5.37M in Q3 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Retireful LLC held 1,975 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $361K as of Q1 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF was a new Retireful LLC position in Q1 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.51% of Retireful LLC's portfolio in Q1 2026, its #61 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 3 quarters since.
  • Retireful LLC's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $5.37M 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 Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.