Thrive Capital Management (Pennsylvania)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$722K	Sell	4,051 -23	-0.6%	-$4.19K	0.16%	115
2025 Q4	$715K	Sell	4,074 -816	-17%	-$143K	0.16%	115
2025 Q3	$871K	Sell	4,890 -366	-7%	-$64.4K	0.22%	106
2025 Q2	$918K	Buy	+5,256	New	+$900K	0.29%	104
2024 Q4	–	Sell	-10,410	Closed	-$1.76M	–	139
2024 Q3	$1.76M	Sell	10,410 -795	-7%	-$129K	0.83%	49
2024 Q2	$1.71M	Buy	+11,205	New	+$1.71M	0.78%	54
2024 Q1	–	Sell	-17,510	Closed	-$2.54M	–	168
2023 Q4	$2.54M	Sell	17,510 -2,877	-14%	-$397K	1.36%	22
2023 Q3	$2.72M	Buy	20,387 +45	+0.2%	+$6.28K	1.51%	19
2023 Q2	$2.86M	Sell	20,342 -745	-4%	-$103K	1.63%	17
2023 Q1	$2.85M	Sell	21,087 -12,687	-38%	-$1.73M	1.8%	15
2022 Q4	$4.58M	Sell	33,774 -3,696	-10%	-$492K	3%	10
2022 Q3	$4.62M	Buy	37,470 +548	+1%	+$74K	3.13%	10
2022 Q2	$4.83M	Sell	36,922 -6,956	-16%	-$954K	3.35%	9
2022 Q1	$6.3M	Buy	43,878 +13,620	+45%	+$1.91M	3.8%	9
2021 Q4	$4.56M	Buy	30,258 +9,533	+46%	+$1.37M	2.97%	10
2021 Q3	$2.77M	Buy	20,725 +4,049	+24%	+$560K	2.04%	11
2021 Q2	$2.22M	Buy	16,676 +5,353	+47%	+$708K	1.73%	13
2021 Q1	$1.42M	Buy	11,323 +1,816	+19%	+$220K	1.33%	21
2020 Q4	$1.14M	Buy	+9,507	New	+$1.09M	1.21%	23

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

Thrive Capital Management (Pennsylvania)'s LGLV Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.56% in Q1 2026, selling an estimated $4.19K and leaving 4,051 shares worth $722K. The position accounts for 0.16% of the portfolio, ranked #115.

Thrive Capital Management (Pennsylvania) first reported a position in LGLV in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.3M in Q1 2022. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 4,051 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $722K as of Q1 2026.
Thrive Capital Management (Pennsylvania) sold 23 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $4.19K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.16% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #115 holding.
Thrive Capital Management (Pennsylvania) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and has held it in 19 quarters since.
Thrive Capital Management (Pennsylvania)'s State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6.3M in Q1 2022.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.