LGLV β€” SPDR SER TR

Ownership history in Retireful, LLC  Β·  3 quarters on record

AI Ownership Summary

Retireful, LLC reported SPDR SER TR (LGLV) in 3 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.97% in 2024 Q3. The latest visible filing shows LGLV at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LGLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retireful, LLC's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LGLV was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.97% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Retireful, LLC held LGLV β€” position size vs. price
% of Fund (quarterly)    LGLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 1,975 -29,742 -93.8% 0.51% $361K 2026-04-15 $181.27
2024 Q3 ADDED 31,717 +27,660 +681.8% 3.97% $5.4M 2024-11-08 $168.52
2024 Q1 INITIATED 4,057 β€” β€” 0.26% $632K 2024-04-23 $144.73

FAQ About Retireful, LLC and LGLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retireful, LLC reported owning LGLV?

Retireful, LLC reported LGLV across 3 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported LGLV position in Retireful, LLC's portfolio?

The largest reported portfolio weight for LGLV was 3.97% in 2024 Q3.

What is the latest reported LGLV position on this page?

The most recent filing on this page is 2026 Q1, when Retireful, LLC reported 1,975 shares, equal to 0.51% of portfolio, with an estimated market value of $361K.

What does the chart on this LGLV ownership page compare?

The chart compares Retireful, LLC's quarterly LGLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Retireful, LLC Holdings