Vista Cima Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Vista Cima Wealth Management’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	$532K	Sell	2,988 -7	-0.2%	-$1.28K	0.53%	36
2025 Q4	$526K	Sell	2,995 -41	-1%	-$7.19K	0.44%	33
2025 Q3	$541K	Sell	3,036 -8	-0.3%	-$1.41K	0.45%	47
2025 Q2	$532K	Hold	3,044	–	–	0.5%	34
2025 Q1	$530K	Sell	3,044 -120	-4%	-$20.5K	0.57%	33
2024 Q4	$523K	Buy	+3,164	New	+$541K	0.54%	32

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 $347M AUM 9.29% 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

Vista Cima Wealth Management's LGLV Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.23% in Q1 2026, selling an estimated $1.28K and leaving 2,988 shares worth $532K. The position accounts for 0.53% of the portfolio, ranked #36.

Vista Cima Wealth Management first reported a position in LGLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $541K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Vista Cima Wealth Management held 2,988 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $532K as of Q1 2026.
Vista Cima Wealth Management sold 7 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.28K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.53% of Vista Cima Wealth Management's portfolio in Q1 2026, its #36 holding.
Vista Cima Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $541K 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 Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.