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Spdr Tr russell 1000 lowvol shares owned by Calton & Associates

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Calton & Associates from 13F filings

Historical chart of Calton & Associates investment in Spdr Tr russell 1000 lowvol

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All positions including Spdr Tr russell 1000 lowvol held by Calton & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Tr russell 1000 lowvol by Calton & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $241k 1.4k 178.18
2025-06-30 $231k 1.3k 174.57
2025-03-31 $220k 1.3k 174.09
2024-09-30 $223k 1.3k 169.25

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Top funds holding Spdr Tr russell 1000 lowvol

CWM
Syntegra Private Wealth Group
Gerber Kawasaki Wealth & Investment Management
Baltimore-Washington Financial Advisors
Advisor Group Holdings
Congress Wealth Management LLC / DE /
LPL Financial
Morgan Stanley
DORVAL Corp
Ieq Capital
State Street Corporation
Founders Financial Securities
Horizon Investments
AQR Capital Management
Integrity Alliance

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