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

VestGen Advisors’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 Q3	–	Sell	-5,306	Closed	-$963K	–	1145
2026 Q2	$963K	Sell	5,306 -465	-8%	-$83.5K	0.03%	467
2026 Q1	$1.03M	Sell	5,771 -5,251	-48%	-$957K	0.03%	454
2025 Q4	$1.94M	Sell	11,022 -39,323	-78%	-$6.9M	0.08%	242
2025 Q3	$8.97M	Buy	50,345 +306	+0.6%	+$53.8K	0.3%	71
2025 Q2	$8.74M	Buy	+50,039	New	+$8.57M	0.35%	64

Other funds holding LGLV

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Founders Financial Securities Towson, Maryland $2.03B AUM 15.42% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $262M AUM 94.34% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

SIA

Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return

VestGen Advisors's LGLV Position: Q3 2026 in Review

VestGen Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2026, closing a stake of 5,306 shares — an estimated $963K sold.

VestGen Advisors first reported a position in LGLV in Q2 2025 and held it in 5 quarters. The position peaked at $8.97M in Q3 2025. 113 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

VestGen Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2026 after selling out during the quarter.
VestGen Advisors sold 5,306 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $963K.
VestGen Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and held it in 5 quarters.
VestGen Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.97M in Q3 2025.
113 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.