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

Thoroughbred Financial Services’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	$1.6M	Sell	9,004 -218	-2%	-$39.7K	0.1%	206
2025 Q4	$1.62M	Sell	9,222 -917	-9%	-$161K	0.1%	194
2025 Q3	$1.81M	Hold	10,139	–	–	0.11%	185
2025 Q2	$1.77M	Sell	10,139 -900	-8%	-$154K	0.12%	173
2025 Q1	$1.92M	Sell	11,039 -210	-2%	-$35.8K	0.12%	176
2024 Q4	$1.86M	Sell	11,249 -75	-0.7%	-$12.8K	0.11%	170
2024 Q3	$1.92M	Sell	11,324 -100	-0.9%	-$16.2K	0.12%	159
2024 Q2	$1.74M	Buy	11,424 +555	+5%	+$84.5K	0.12%	171
2024 Q1	$1.69M	Sell	10,869 -1,275	-10%	-$191K	0.16%	127
2023 Q4	$1.76M	Hold	12,144	–	–	0.14%	144
2023 Q3	$1.62M	Buy	12,144 +900	+8%	+$126K	0.16%	141
2023 Q2	$1.58M	Buy	11,244 +750	+7%	+$103K	0.21%	113
2023 Q1	$1.44M	Sell	10,494 -75	-0.7%	-$10.2K	0.21%	118
2022 Q4	$1.43M	Buy	10,569 +117	+1%	+$15.6K	0.23%	114
2022 Q3	$1.29M	Hold	10,452	–	–	0.25%	100
2022 Q2	$1.37M	Hold	10,452	–	–	0.25%	100
2022 Q1	$1.5M	Buy	10,452 +1,105	+12%	+$155K	0.25%	98
2021 Q4	$1.41M	Sell	9,347 -235	-2%	-$33.7K	0.3%	81
2021 Q3	$1.28M	Hold	9,582	–	–	0.31%	83
2021 Q2	$1.27M	Hold	9,582	–	–	0.32%	80
2021 Q1	$1.2M	Hold	9,582	–	–	0.33%	78
2020 Q4	$1.15M	Buy	9,582 +4,451	+87%	+$511K	0.36%	74
2020 Q3	$556K	Sell	5,131 -2,780	-35%	-$299K	0.21%	120
2020 Q2	$807K	Sell	7,911 -6,857	-46%	-$681K	0.34%	80
2020 Q1	$1.34M	Buy	14,768 +4,163	+39%	+$455K	0.48%	59
2019 Q4	$1.21M	Buy	10,605 +4,945	+87%	+$553K	0.4%	74
2019 Q3	$631K	Buy	+5,660	New	+$624K	0.24%	111
2019 Q2	–	Sell	-4,025	Closed	-$404K	–	223
2019 Q1	$404K	Buy	+4,025	New	+$386K	0.17%	141

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

Thoroughbred Financial Services's LGLV Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.4% in Q1 2026, selling an estimated $39.7K and leaving 9,004 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #206.

Thoroughbred Financial Services first reported a position in LGLV in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.92M in Q1 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Thoroughbred Financial Services held 9,004 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.6M as of Q1 2026.
Thoroughbred Financial Services sold 218 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $39.7K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.1% of Thoroughbred Financial Services's portfolio in Q1 2026, its #206 holding.
Thoroughbred Financial Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and has held it in 28 quarters since.
Thoroughbred Financial Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.92M in Q1 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 Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.