SageView Advisory Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

SageView Advisory Group’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
2025 Q4	$13.7K	Buy	+78	New	+$13.7K	﹤0.01%	1598

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SageView Advisory Group's LGLV Position: Q4 2025 in Review

SageView Advisory Group opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025: 78 shares worth $13.7K. The stake represents ﹤0.01% of the portfolio and ranks #1598 among its holdings.

179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

SageView Advisory Group held 78 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $13.7K as of Q4 2025.
State Street SPDR US Large Cap Low Volatility Index ETF was a new SageView Advisory Group position in Q4 2025.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1598 holding.
179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.