Steward Partners Investment Advisory, LLC

Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF

CIK 1723397 STAMFORD, CT

All Filings in LGLV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 LGLV	$222,090	1,247	-13.8%	Shares	Sole	2026-05-08
2025-12-31 LGLV	$254,049	1,447	-3.6%	Shares	Sole	2026-02-12
2025-09-30 LGLV	$267,418	1,501	0.0%	Shares	Sole	2025-11-12
2025-06-30 LGLV	$262,089	1,501	-3.2%	Shares	Sole	2025-08-12
2025-03-31 LGLV	$269,936	1,551	-17.5%	Shares	Sole	2025-05-13
2024-12-31 LGLV	$310,594	1,880	+4.3%	Shares	Sole	2025-02-06
2024-09-30 LGLV	$305,121	1,803	0.0%	Shares	Sole	2024-11-14
2024-06-30 LGLV	$275,083	1,803	-2.8%	Shares	Sole	2024-08-08
2024-03-31 LGLV	$288,897	1,855	-8.5%	Shares	Sole	2024-05-15
2023-12-31 LGLV	$293,935	2,027	-3.5%	Shares	Sole	2024-02-12
2023-09-30 LGLV	$280,546	2,101	+2.5%	Shares	Sole	2023-11-13
2023-06-30 LGLV	$288,109	2,049	0.0%	Shares	Sole	2023-08-14
2023-03-31 LGLV	$280,303	2,049	-4.1%	Shares	Sole	2023-05-15
2022-12-31 LGLV	$289,841	2,137	+4.9%	Shares	Sole	2023-02-15
2022-09-30 LGLV	$251,345	2,037	+0.6%	Shares	Sole	2022-11-10
2022-06-30 LGLV	$265,042	2,024	+0.9%	Shares	Sole	2022-08-04
2022-03-31 LGLV	$288,078	2,005	-4.1%	Shares	Sole	2022-05-02
2021-12-31 LGLV	$315,030	2,091	-1.8%	Shares	Sole	2022-02-08
2021-09-30 LGLV	$284,142	2,130	-17.9%	Shares	Sole	2021-11-12
2021-06-30 LGLV	$345,261	2,594	+45.4%	Shares	Sole	2021-08-13
2021-03-31 LGLV	$223,588	1,784	0.0%	Shares	Sole	2021-05-14
2020-12-31 LGLV	$213,990	1,784	0.0%	Shares	Sole	2021-02-11
2020-09-30 LGLV	$193,332	1,784	-2.7%	Shares	Sole	2020-10-30
2020-06-30 LGLV	$187,178	1,834	-2.7%	Shares	Sole	2020-08-06
2020-03-31 LGLV	$170,690	1,884	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.