AE Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

AE Wealth Management’s Portfolio LGLV Stock Details LGLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$476K	Sell	2,621 -1,898	-42%	-$341K	﹤0.01%	1239
2026 Q1	$805K	Buy	4,519 +638	+16%	+$116K	﹤0.01%	905
2025 Q4	$681K	Buy	3,881 +39	+1%	+$6.84K	﹤0.01%	932
2025 Q3	$684K	Buy	3,842 +1,489	+63%	+$262K	﹤0.01%	859
2025 Q2	$411K	Sell	2,353 -106	-4%	-$18.1K	﹤0.01%	993
2025 Q1	$428K	Sell	2,459 -45	-2%	-$7.67K	﹤0.01%	965
2024 Q4	$414K	Buy	+2,504	New	+$428K	﹤0.01%	962
2024 Q3	–	Sell	-1,727	Closed	-$263K	–	1289
2024 Q2	$263K	Buy	+1,727	New	+$263K	﹤0.01%	1072
2024 Q1	–	Sell	-53,295	Closed	-$7.84M	–	1630
2023 Q4	$7.84M	Sell	53,295 -110,655	-67%	-$15.3M	0.04%	460
2023 Q3	$21.9M	Sell	163,950 -15,336	-9%	-$2.14M	0.13%	180
2023 Q2	$25.2M	Buy	179,286 +113,010	+171%	+$15.5M	0.15%	154
2023 Q1	$9.07M	Sell	66,276 -8,970	-12%	-$1.22M	0.06%	364
2022 Q4	$10.2M	Buy	75,246 +3,746	+5%	+$499K	0.07%	315
2022 Q3	$8.82M	Buy	71,500 +14,239	+25%	+$1.92M	0.07%	306
2022 Q2	$7.5M	Sell	57,261 -1,896	-3%	-$260K	0.06%	336
2022 Q1	$8.5M	Sell	59,157 -185	-0.3%	-$25.9K	0.06%	321
2021 Q4	$8.94M	Buy	59,342 +43,954	+286%	+$6.3M	0.06%	294
2021 Q3	$2.05M	Buy	15,388 +9,372	+156%	+$1.3M	0.02%	639
2021 Q2	$801K	Buy	6,016 +2,819	+88%	+$373K	0.01%	918
2021 Q1	$401K	Sell	3,197 -14,533	-82%	-$1.76M	﹤0.01%	1126
2020 Q4	$2.13M	Buy	17,730 +9,584	+118%	+$1.1M	0.02%	480
2020 Q3	$883K	Sell	8,146 -6,367	-44%	-$685K	0.01%	670
2020 Q2	$1.48M	Sell	14,513 -324,992	-96%	-$32.3M	0.02%	499
2020 Q1	$30.8M	Buy	339,505 +327,217	+2,663%	+$35.8M	0.71%	26
2019 Q4	$1.4M	Sell	12,288 -57,071	-82%	-$6.38M	0.03%	449
2019 Q3	$7.73M	Buy	69,359 +14,069	+25%	+$1.55M	0.22%	85
2019 Q2	$5.95M	Buy	+55,290	New	+$5.76M	0.18%	99

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

AE Wealth Management's LGLV Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 42% in Q2 2026, selling an estimated $341K and leaving 2,621 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

AE Wealth Management first reported a position in LGLV in Q2 2019 and has held it in 27 quarters since. The position peaked at $30.8M in Q1 2020. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

AE Wealth Management held 2,621 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $476K as of Q2 2026.
AE Wealth Management sold 1,898 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $341K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1239 holding.
AE Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 27 quarters since.
AE Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $30.8M in Q1 2020.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.