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Berkeley Inc’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Berkeley Inc’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 		$273K Buy
1,534
+1
+0.1% +$182 0.09% 70
2025
Q4 		$269K Buy
1,533
+1
+0.1% +$175 0.09% 74
2025
Q3 		$273K Sell
1,532
-1,208
-44% -$213K 0.09% 69
2025
Q2 		$478K Buy
2,740
+5
+0.2% +$856 0.17% 57
2025
Q1 		$476K Sell
2,735
-289
-10% -$49.3K 0.22% 49
2024
Q4 		$500K Sell
3,024
-3,198
-51% -$547K 0.26% 47
2024
Q3 		$1.05M Buy
6,222
+3,121
+101% +$505K 0.31% 47
2024
Q2 		$473K Sell
3,101
-171
-5% -$26K 0.29% 43
2024
Q1 		$510K Sell
3,272
-724
-18% -$108K 0.31% 45
2023
Q4 		$579K Sell
3,996
-83
-2% -$11.5K 0.36% 47
2023
Q3 		$545K Buy
4,079
+11
+0.3% +$1.53K 0.37% 52
2023
Q2 		$572K Buy
4,068
+11
+0.3% +$1.51K 0.39% 52
2023
Q1 		$555K Buy
4,057
+10
+0.2% +$1.36K 0.4% 49
2022
Q4 		$549K Buy
4,047
+14
+0.3% +$1.86K 0.41% 50
2022
Q3 		$498K Sell
4,033
-9
-0.2% -$1.22K 0.42% 50
2022
Q2 		$529K Sell
4,042
-348
-8% -$47.7K 0.42% 49
2022
Q1 		$631K Sell
4,390
-1,110
-20% -$156K 0.44% 52
2021
Q4 		$829K Sell
5,500
-2
-0% -$287 0.55% 50
2021
Q3 		$734K Buy
5,502
+16
+0.3% +$2.21K 0.54% 48
2021
Q2 		$730K Buy
5,486
+20
+0.4% +$2.64K 0.52% 48
2021
Q1 		$685K Sell
5,466
-54
-1% -$6.54K 0.51% 49
2020
Q4 		$662K Buy
+5,520
New +$634K 0.54% 48

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berkeley Inc's LGLV Position: Q1 2026 in Review

Berkeley Inc increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.07% in Q1 2026, buying an estimated $182 and bringing the position to 1,534 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #70.

Berkeley Inc first reported a position in LGLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.05M in Q3 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Berkeley Inc held 1,534 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $273K as of Q1 2026.
  • Berkeley Inc bought 1 State Street SPDR US Large Cap Low Volatility Index ETF share in Q1 2026, an estimated $182.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Berkeley Inc's portfolio in Q1 2026, its #70 holding.
  • Berkeley Inc first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Berkeley Inc's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.05M in Q3 2024.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.