Baltimore-Washington Financial Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Baltimore-Washington Financial Advisors’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	$53.9M	Buy	302,891 +7,466	+3%	+$1.36M	2.33%	15
2025 Q4	$51.9M	Buy	295,425 +6,942	+2%	+$1.22M	2.16%	15
2025 Q3	$51.4M	Buy	288,483 +8,856	+3%	+$1.56M	2.2%	14
2025 Q2	$48.8M	Buy	279,627 +4,016	+1%	+$688K	2.28%	11
2025 Q1	$48M	Sell	275,611 -88	-0%	-$15K	2.54%	7
2024 Q4	$45.5M	Buy	275,699 +1,414	+0.5%	+$242K	2.34%	10
2024 Q3	$46.4M	Buy	274,285 +981	+0.4%	+$159K	2.5%	8
2024 Q2	$41.7M	Buy	273,304 +10,443	+4%	+$1.59M	2.41%	9
2024 Q1	$40.9M	Buy	262,861 +12,046	+5%	+$1.8M	2.55%	7
2023 Q4	$36.4M	Buy	250,815 +8,919	+4%	+$1.23M	2.52%	7
2023 Q3	$32.3M	Buy	241,896 +10,404	+4%	+$1.45M	2.61%	7
2023 Q2	$32.6M	Buy	231,492 +89,014	+62%	+$12.2M	2.59%	7
2023 Q1	$19.5M	Buy	142,478 +13,457	+10%	+$1.83M	1.72%	17
2022 Q4	$17.5M	Buy	129,021 +24,602	+24%	+$3.28M	1.71%	20
2022 Q3	$14.6M	Buy	104,419 +10,986	+12%	+$1.48M	1.23%	29
2022 Q2	$12.2M	Buy	93,433 +29,567	+46%	+$4.05M	1.31%	28
2022 Q1	$8.51M	Sell	63,866 -17,158	-21%	-$2.4M	0.83%	50
2021 Q4	$12.2M	Buy	81,024 +6,256	+8%	+$896K	0.99%	39
2021 Q3	$9.97M	Buy	74,768 +6,052	+9%	+$837K	0.88%	48
2021 Q2	$9.15M	Buy	68,716 +4,922	+8%	+$651K	0.85%	50
2021 Q1	$8M	Buy	63,794 +5,522	+9%	+$669K	0.81%	51
2020 Q4	$6.99M	Buy	58,272 +6,136	+12%	+$704K	0.76%	51
2020 Q3	$5.65M	Buy	52,136 +6,258	+14%	+$673K	0.73%	54
2020 Q2	$4.68M	Buy	45,878 +2,351	+5%	+$233K	0.64%	51
2020 Q1	$3.94M	Buy	43,527 +4,865	+13%	+$532K	0.71%	52
2019 Q4	$4.42M	Buy	38,662 +4,323	+13%	+$484K	0.65%	59
2019 Q3	$3.83M	Buy	34,339 +25	+0.1%	+$2.76K	0.63%	60
2019 Q2	$3.69M	Buy	34,314 +267	+0.8%	+$27.8K	0.62%	59
2019 Q1	$3.42M	Buy	34,047 +4,636	+16%	+$444K	0.6%	62
2018 Q4	$2.62M	Buy	29,411 +3,484	+13%	+$326K	0.54%	61
2018 Q3	$2.52M	Buy	25,927 +3,053	+13%	+$291K	0.46%	60
2018 Q2	$2.06M	Sell	22,874 -643	-3%	-$57.9K	0.41%	65
2018 Q1	$2.12M	Buy	23,517 +717	+3%	+$65.3K	0.46%	60
2017 Q4	$2.06M	Sell	22,800 -1,722	-7%	-$157K	0.43%	61
2017 Q3	$2.17M	Sell	24,522 -1,325	-5%	-$116K	0.49%	60
2017 Q2	$2.24M	Buy	25,847 +30	+0.1%	+$2.57K	0.54%	59
2017 Q1	$2.18M	Buy	25,817 +3,235	+14%	+$269K	0.56%	58
2016 Q4	$1.81M	Buy	+22,582	New	+$1.78M	0.5%	59

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Baltimore-Washington Financial Advisors's LGLV Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.5% in Q1 2026, buying an estimated $1.36M and bringing the position to 302,891 shares worth $53.9M. The position accounts for 2.33% of the portfolio, ranked #15.

Baltimore-Washington Financial Advisors first reported a position in LGLV in Q4 2016 and has held it in 38 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Baltimore-Washington Financial Advisors held 302,891 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $53.9M as of Q1 2026.
Baltimore-Washington Financial Advisors bought 7,466 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.36M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 2.33% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #15 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2016 and has held it in 38 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.