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Spdr Tr russell 1000 lowvol shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Spdr Tr russell 1000 lowvol

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All positions including Spdr Tr russell 1000 lowvol held by Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $45k 253 178.27
2025-06-30 $44k 252 174.58
2025-03-31 $44k 250 174.56
2024-12-31 $41k 250 164.97

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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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