LGLV — SPDR SER TR

Ownership history in Newfound Research LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Newfound Research 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
3.1% (2022 Q3)
Avg. % of fund
2.88%
First filed
2021 Q1
Last filed
2022 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q3 REDUCED 10,261 -870 -7.8% 3.10% $1.3M $115.48
2022 Q2 REDUCED 11,131 -3,983 -26.4% 3.09% $1.5M $121.94
2022 Q1 REDUCED 15,114 -219 -1.4% 2.82% $2.2M $133.04
2021 Q4 ADDED 15,333 +2,227 +17.0% 2.79% $2.3M $139.02
3 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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