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

Riversedge 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 Q3	$612K	Sell	3,512 -237	-6%	-$43.8K	0.08%	120
2026 Q2	$680K	Sell	3,749 -138	-4%	-$24.8K	0.09%	89
2026 Q1	$692K	Sell	3,887 -37	-0.9%	-$6.75K	0.11%	70
2025 Q4	$689K	Sell	3,924 -158	-4%	-$27.7K	0.11%	60
2025 Q3	$727K	Sell	4,082 -854	-17%	-$150K	0.12%	56
2025 Q2	$862K	Sell	4,936 -1,073	-18%	-$184K	0.17%	49
2025 Q1	$1.05M	Sell	6,009 -383	-6%	-$65.3K	0.23%	43
2024 Q4	$1.06M	Sell	6,392 -171	-3%	-$29.2K	0.24%	40
2024 Q3	$1.11M	Sell	6,563 -31	-0.5%	-$5.02K	0.25%	37
2024 Q2	$1.01M	Sell	6,594 -507	-7%	-$77.2K	0.25%	38
2024 Q1	$1.11M	Sell	7,101 -493	-6%	-$73.7K	0.27%	35
2023 Q4	$1.1M	Buy	7,594 +32	+0.4%	+$4.42K	0.3%	33
2023 Q3	$1.01M	Sell	7,562 -126	-2%	-$17.6K	0.3%	32
2023 Q2	$1.08M	Sell	7,688 -1,097	-12%	-$151K	0.3%	31
2023 Q1	$1.2M	Sell	8,785 -137	-2%	-$18.7K	0.35%	33
2022 Q4	$1.21M	Buy	8,922 +30	+0.3%	+$4K	0.39%	33
2022 Q3	$1.1M	Sell	8,892 -3,005	-25%	-$406K	0.4%	36
2022 Q2	$1.56M	Sell	11,897 -3,553	-23%	-$487K	0.58%	27
2022 Q1	$2.22M	Buy	15,450 +2,991	+24%	+$419K	0.72%	26
2021 Q4	$1.88M	Sell	12,459 -269	-2%	-$38.5K	0.6%	24
2021 Q3	$1.7M	Buy	12,728 +142	+1%	+$19.6K	0.58%	24
2021 Q2	$1.68M	Sell	12,586 -1,446	-10%	-$191K	0.61%	24
2021 Q1	$1.76M	Sell	14,032 -112	-0.8%	-$13.6K	0.75%	22
2020 Q4	$1.7M	Buy	14,144 +542	+4%	+$62.2K	0.79%	19
2020 Q3	$1.47M	Sell	13,602 -337	-2%	-$36.3K	0.78%	20
2020 Q2	$1.42M	Sell	13,939 -419	-3%	-$41.6K	0.83%	19
2020 Q1	$1.3M	Buy	+14,358	New	+$1.57M	1.15%	18

Other funds holding LGLV

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Retireful LLC Haslett, Michigan $116M AUM 162.56% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Riversedge Advisors's LGLV Position: Q3 2026 in Review

Riversedge Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 6.3% in Q3 2026, selling an estimated $43.8K and leaving 3,512 shares worth $612K. The position accounts for 0.08% of the portfolio, ranked #120.

Riversedge Advisors first reported a position in LGLV in Q1 2020 and has held it in 27 quarters since. The position peaked at $2.22M in Q1 2022. 9 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Riversedge Advisors held 3,512 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $612K as of Q3 2026.
Riversedge Advisors sold 237 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $43.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.08% of Riversedge Advisors's portfolio in Q3 2026, its #120 holding.
Riversedge Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 27 quarters since.
Riversedge Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.22M in Q1 2022.
9 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.