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

Valmark Advisers’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	$9.31M	Buy	52,272 +19,714	+61%	+$3.59M	0.11%	91
2025 Q4	$5.72M	Buy	32,558 +1,243	+4%	+$218K	0.07%	122
2025 Q3	$5.58M	Buy	31,315 +5,183	+20%	+$912K	0.07%	114
2025 Q2	$4.56M	Buy	26,132 +2,860	+12%	+$490K	0.06%	121
2025 Q1	$4.05M	Buy	23,272 +1,987	+9%	+$339K	0.06%	127
2024 Q4	$3.52M	Buy	21,285 +2,379	+13%	+$407K	0.05%	133
2024 Q3	$3.2M	Buy	18,906 +722	+4%	+$117K	0.05%	139
2024 Q2	$2.77M	Buy	18,184 +2,798	+18%	+$426K	0.05%	144
2024 Q1	$2.4M	Buy	15,386 +7,046	+84%	+$1.05M	0.04%	153
2023 Q4	$1.21M	Buy	8,340 +2,757	+49%	+$381K	0.02%	224
2023 Q3	$745K	Buy	5,583 +2,996	+116%	+$418K	0.02%	268
2023 Q2	$364K	Buy	2,587 +1,004	+63%	+$138K	0.01%	373
2023 Q1	$217K	Buy	1,583 +6	+0.4%	+$817	﹤0.01%	444
2022 Q4	$214K	Buy	+1,577	New	+$210K	﹤0.01%	422
2020 Q1	–	Sell	-64,420	Closed	-$7.36M	–	246
2019 Q4	$7.36M	Buy	+64,420	New	+$7.21M	0.16%	35

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

Valmark Advisers's LGLV Position: Q1 2026 in Review

Valmark Advisers increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 61% in Q1 2026, buying an estimated $3.59M and bringing the position to 52,272 shares worth $9.31M. The position accounts for 0.11% of the portfolio, ranked #91.

Valmark Advisers first reported a position in LGLV in Q4 2019 and has held it in 15 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Valmark Advisers held 52,272 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $9.31M as of Q1 2026.
Valmark Advisers bought 19,714 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $3.59M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.11% of Valmark Advisers's portfolio in Q1 2026, its #91 holding.
Valmark Advisers first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 15 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.