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Spdr Tr russell 1000 lowvol shares owned by Compass Financial Management

Quarter-by-quarter ownership of Spdr Tr russell 1000 lowvol (LGLV) shares owned by Compass Financial Management from 13F filings

Historical chart of Compass Financial Management investment in Spdr Tr russell 1000 lowvol

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All positions including Spdr Tr russell 1000 lowvol held by Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 1.2k 181.46

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SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
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Meta Platforms Inc Class A Com Cl A (META)

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