RFG - Bristol Wealth Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

RFG - Bristol Wealth Advisors’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	$986K	Buy	5,538 +2,673	+93%	+$487K	0.27%	71
2025 Q4	$503K	Sell	2,865 -1,387	-33%	-$243K	0.14%	108
2025 Q3	$757K	Sell	4,252 -708	-14%	-$125K	0.22%	82
2025 Q2	$866K	Buy	+4,960	New	+$849K	0.27%	77

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 $322M AUM 7.74% 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

RFG - Bristol Wealth Advisors's LGLV Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 93% in Q1 2026, buying an estimated $487K and bringing the position to 5,538 shares worth $986K. The position accounts for 0.27% of the portfolio, ranked #71.

RFG - Bristol Wealth Advisors first reported a position in LGLV in Q2 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

RFG - Bristol Wealth Advisors held 5,538 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $986K as of Q1 2026.
RFG - Bristol Wealth Advisors bought 2,673 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $487K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.27% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #71 holding.
RFG - Bristol Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 4 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.