LGLV — SPDR SERIES TRUST

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in SPDR SERIES TRUST (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
0.01% (2023 Q2)
Avg. % of fund
0.01%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 55 -2,240 -97.6% 0.00% $10K $177.20
2023 Q4 REDUCED 2,295 -1,683 -42.3% 0.01% $333K $139.39
2023 Q3 ADDED 3,978 +56 +1.4% 0.01% $531K $127.45
2023 Q2 ADDED 3,922 +3,344 +578.5% 0.01% $551K $133.54
2023 Q1 ADDED 578 +323 +126.7% 0.00% $79K $129.34
2022 Q4 ADDED 255 +178 +231.2% 0.00% $35K $127.66
2020 Q4 REDUCED 77 -48 -38.4% 0.00% $9K $109.18
2019 Q4 INITIATED 125 — — 0.00% $14K $101.64
% 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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