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

SignatureFD’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	$57.5K	Hold	323	–	–	﹤0.01%	1653
2025 Q4	$56.7K	Hold	323	–	–	﹤0.01%	1580
2025 Q3	$57.5K	Sell	323 -207	-39%	-$36.4K	﹤0.01%	1563
2025 Q2	$92.5K	Hold	530	–	–	﹤0.01%	1268
2025 Q1	$92.2K	Hold	530	–	–	﹤0.01%	1256
2024 Q4	$87.6K	Hold	530	–	–	﹤0.01%	1300
2024 Q3	$89.7K	Hold	530	–	–	﹤0.01%	1269
2024 Q2	$80.9K	Hold	530	–	–	﹤0.01%	1277
2024 Q1	$82.5K	Hold	530	–	–	﹤0.01%	1294
2023 Q4	$76.9K	Hold	530	–	–	﹤0.01%	1251
2023 Q3	$70.8K	Hold	530	–	–	﹤0.01%	1222
2023 Q2	$74.5K	Buy	530 +207	+64%	+$28.5K	﹤0.01%	1213
2023 Q1	$44.2K	Hold	323	–	–	﹤0.01%	1457
2022 Q4	$43.8K	Hold	323	–	–	﹤0.01%	1434
2022 Q3	$40K	Hold	323	–	–	﹤0.01%	1389
2022 Q2	$42K	Hold	323	–	–	﹤0.01%	1388
2022 Q1	$46K	Hold	323	–	–	﹤0.01%	1418
2021 Q4	$49K	Hold	323	–	–	﹤0.01%	1350
2021 Q3	$43K	Hold	323	–	–	﹤0.01%	1389
2021 Q2	$43K	Hold	323	–	–	﹤0.01%	1345
2021 Q1	$40K	Hold	323	–	–	﹤0.01%	1274
2020 Q4	$39K	Hold	323	–	–	﹤0.01%	1193
2020 Q3	$35K	Hold	323	–	–	﹤0.01%	1132
2020 Q2	$33K	Hold	323	–	–	﹤0.01%	1125
2020 Q1	$29K	Hold	323	–	–	﹤0.01%	1092
2019 Q4	$37K	Hold	323	–	–	﹤0.01%	1080
2019 Q3	$36K	Buy	+323	New	+$35.6K	﹤0.01%	1035

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

SignatureFD's LGLV Position: Q1 2026 in Review

SignatureFD held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 323 shares worth $57.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

SignatureFD first reported a position in LGLV in Q3 2019 and has held it in 27 quarters since. The position peaked at $92.5K in Q2 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

SignatureFD held 323 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $57.5K as of Q1 2026.
SignatureFD left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of SignatureFD's portfolio in Q1 2026, its #1653 holding.
SignatureFD first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 27 quarters since.
SignatureFD's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $92.5K in Q2 2025.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.