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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
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

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 $3.75B AUM 28.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Retireful LLC's LGLV Position: Q2 2026 in Review

Retireful LLC held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 1,975 shares worth $369K. The position accounts for 0.34% of the portfolio, ranked #64.

Retireful LLC first reported a position in LGLV in Q1 2024 and has held it in 4 quarters since. The position peaked at $5.37M in Q3 2024. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Retireful LLC held 1,975 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $369K as of Q2 2026.
  • Retireful LLC left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.34% of Retireful LLC's portfolio in Q2 2026, its #64 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 4 quarters since.
  • Retireful LLC's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $5.37M in Q3 2024.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.