LGLV — SPDR SERIES TRUST SSGA US LRG ETF

Ownership history in Accel Wealth Management  ·  18 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in SPDR SERIES TRUST SSGA US LRG ETF (LGLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2020 Q4)
Avg. % of fund
0.1%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,375 — 0% 0.07% $245K $177.20
2025 Q2 UNCHANGED 1,375 — 0% 0.08% $240K $172.84
2025 Q1 UNCHANGED 1,375 — 0% 0.09% $239K $171.44
2024 Q4 UNCHANGED 1,375 — 0% 0.09% $227K $162.00
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LGLV price (monthly, adj. close)

Other funds also holding LGLV

As of 2025 Q4 — sorted by position size

Syntegra Private Wealth Group, LLC 3Y 10.37% DORVAL Corp 6.93% Portland Financial Advisors Inc 2.26% Baltimore-Washington Financial Advisors, Inc. 3Y 7Y 2.16% HF Advisory Group, LLC 3Y 2.05% Gerber Kawasaki Wealth & Investment Management 3Y 7Y 1.93% Legacy Advisory Services, LLC 1.42% Tempo Wealth, LLC 1.25% McNaughton Wealth Management, LLC 3Y 0.98% CWM, LLC 3Y 7Y 0.86%
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