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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
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

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

VestGen Advisors's LGLV Position: Q1 2026 in Review

VestGen Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 48% in Q1 2026, selling an estimated $957K and leaving 5,771 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #454.

VestGen Advisors first reported a position in LGLV in Q2 2025 and has held it in 4 quarters since. The position peaked at $8.97M in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • VestGen Advisors held 5,771 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.03M as of Q1 2026.
  • VestGen Advisors sold 5,251 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $957K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of VestGen Advisors's portfolio in Q1 2026, its #454 holding.
  • VestGen Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 4 quarters since.
  • VestGen Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $8.97M in Q3 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 VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.