LGLV — SPDR SER TR

Ownership history in Advisory Alpha, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in SPDR SER TR (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
0.02% (2023 Q2)
Avg. % of fund
0.01%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,226 -136 -10.0% 0.01% $217K $177.20
2025 Q2 REDUCED 1,362 -47 -3.3% 0.01% $238K $172.84
2024 Q4 REDUCED 1,409 -215 -13.2% 0.01% $233K $162.00
2024 Q3 REDUCED 1,624 -320 -16.5% 0.01% $275K $164.96
5 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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