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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AE Wealth Management's LGLV Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 16% in Q1 2026, buying an estimated $116K and bringing the position to 4,519 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

AE Wealth Management first reported a position in LGLV in Q2 2019 and has held it in 26 quarters since. The position peaked at $30.8M in Q1 2020. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

AE Wealth Management held 4,519 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $805K as of Q1 2026.
AE Wealth Management bought 638 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $116K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #905 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 26 quarters since.
AE Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $30.8M in Q1 2020.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.