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

Strategic Blueprint’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	$839K	Sell	4,711 -149	-3%	-$27.2K	0.05%	307
2025 Q4	$853K	Sell	4,860 -13	-0.3%	-$2.28K	0.05%	297
2025 Q3	$868K	Sell	4,873 -42	-0.9%	-$7.39K	0.04%	364
2025 Q2	$858K	Sell	4,915 -47	-0.9%	-$8.05K	0.04%	330
2025 Q1	$864K	Sell	4,962 -274	-5%	-$46.7K	0.05%	311
2024 Q4	$865K	Sell	5,236 -7	-0.1%	-$1.2K	0.05%	291
2024 Q3	$887K	Sell	5,243 -156	-3%	-$25.3K	0.06%	278
2024 Q2	$824K	Sell	5,399 -487	-8%	-$74.2K	0.06%	274
2024 Q1	$917K	Sell	5,886 -1,090	-16%	-$163K	0.07%	260
2023 Q4	$1.01M	Sell	6,976 -580	-8%	-$80.1K	0.08%	225
2023 Q3	$1.01M	Sell	7,556 -166	-2%	-$23.2K	0.09%	202
2023 Q2	$1.09M	Sell	7,722 -275	-3%	-$37.8K	0.1%	187
2023 Q1	$1.09M	Sell	7,997 -298	-4%	-$40.6K	0.11%	177
2022 Q4	$1.12M	Sell	8,295 -125	-1%	-$16.6K	0.13%	168
2022 Q3	$1.04M	Sell	8,420 -164	-2%	-$22.2K	0.12%	176
2022 Q2	$1.12M	Sell	8,584 -206	-2%	-$28.3K	0.14%	164
2022 Q1	$1.26M	Hold	8,790	–	–	0.15%	147
2021 Q4	$1.32M	Sell	8,790 -214	-2%	-$30.7K	0.17%	134
2021 Q3	$1.2M	Sell	9,004 -50	-0.6%	-$6.91K	0.19%	119
2021 Q2	$1.21M	Sell	9,054 -370	-4%	-$48.9K	0.19%	111
2021 Q1	$1.18M	Sell	9,424 -788	-8%	-$95.5K	0.25%	90
2020 Q4	$1.23M	Sell	10,212 -375	-4%	-$43.1K	0.31%	70
2020 Q3	$1.15M	Sell	10,587 -6,905	-39%	-$743K	0.36%	68
2020 Q2	$1.78M	Sell	17,492 -3,370	-16%	-$334K	0.63%	48
2020 Q1	$1.89M	Buy	+20,862	New	+$2.28M	1.1%	27

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

Strategic Blueprint's LGLV Position: Q1 2026 in Review

Strategic Blueprint reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.1% in Q1 2026, selling an estimated $27.2K and leaving 4,711 shares worth $839K. The position accounts for 0.05% of the portfolio, ranked #307.

Strategic Blueprint first reported a position in LGLV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.89M in Q1 2020. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Strategic Blueprint held 4,711 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $839K as of Q1 2026.
Strategic Blueprint sold 149 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $27.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.05% of Strategic Blueprint's portfolio in Q1 2026, its #307 holding.
Strategic Blueprint first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 25 quarters since.
Strategic Blueprint's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.89M in Q1 2020.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.