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

Stratos Wealth Partners’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 		$360K Sell
2,023
-525
-21% -$95.7K ﹤0.01% 1226
2025
Q4 		$447K Sell
2,548
-1
-0% -$175 0.01% 1092
2025
Q3 		$454K Sell
2,549
-134
-5% -$23.6K 0.01% 1064
2025
Q2 		$469K Sell
2,683
-126
-4% -$21.6K 0.01% 954
2025
Q1 		$489K Sell
2,809
-22
-0.8% -$3.75K 0.01% 895
2024
Q4 		$468K Buy
2,831
+26
+0.9% +$4.45K 0.01% 965
2024
Q3 		$475K Sell
2,805
-2
-0.1% -$324 0.01% 957
2024
Q2 		$428K Sell
2,807
-1,111
-28% -$169K 0.01% 960
2024
Q1 		$610K Sell
3,918
-1,777
-31% -$266K 0.01% 820
2023
Q4 		$826K Sell
5,695
-28,825
-84% -$3.98M 0.02% 696
2023
Q3 		$4.61M Sell
34,520
-1,055
-3% -$147K 0.1% 211
2023
Q2 		$5M Sell
35,575
-45,688
-56% -$6.29M 0.11% 192
2023
Q1 		$11.1M Buy
81,263
+7,364
+10% +$1M 0.3% 64
2022
Q4 		$10M Buy
73,899
+52,448
+245% +$6.98M 0.25% 83
2022
Q3 		$2.65M Buy
21,451
+751
+4% +$101K 0.07% 257
2022
Q2 		$2.71M Buy
20,700
+1,567
+8% +$215K 0.07% 259
2022
Q1 		$2.75M Buy
19,133
+15,065
+370% +$2.11M 0.06% 291
2021
Q4 		$613K Sell
4,068
-608
-13% -$87.1K 0.01% 735
2021
Q3 		$624K Sell
4,676
-107
-2% -$14.8K 0.02% 677
2021
Q2 		$637K Sell
4,783
-286
-6% -$37.8K 0.02% 696
2021
Q1 		$635K Buy
5,069
+107
+2% +$13K 0.02% 635
2020
Q4 		$595K Sell
4,962
-194
-4% -$22.3K 0.02% 616
2020
Q3 		$559K Sell
5,156
-309
-6% -$33.3K 0.02% 586
2020
Q2 		$558K Sell
5,465
-20
-0.4% -$1.99K 0.02% 561
2020
Q1 		$497K Sell
5,485
-866
-14% -$94.6K 0.02% 529
2019
Q4 		$725K Buy
6,351
+1,601
+34% +$179K 0.03% 481
2019
Q3 		$530K Sell
4,750
-351
-7% -$38.7K 0.02% 543
2019
Q2 		$549K Buy
+5,101
New +$531K 0.02% 533

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's LGLV Position: Q1 2026 in Review

Stratos Wealth Partners reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 21% in Q1 2026, selling an estimated $95.7K and leaving 2,023 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Stratos Wealth Partners first reported a position in LGLV in Q2 2019 and has held it in 28 quarters since. The position peaked at $11.1M in Q1 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Stratos Wealth Partners held 2,023 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $360K as of Q1 2026.
  • Stratos Wealth Partners sold 525 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $95.7K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1226 holding.
  • Stratos Wealth Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 28 quarters since.
  • Stratos Wealth Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.1M in Q1 2023.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.