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

Blue Bell Private 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	$28.5K	Hold	160	–	–	﹤0.01%	477
2025 Q4	$28.1K	Hold	160	–	–	﹤0.01%	459
2025 Q3	$28.5K	Hold	160	–	–	﹤0.01%	450
2025 Q2	$27.9K	Hold	160	–	–	﹤0.01%	445
2025 Q1	$27.8K	Hold	160	–	–	0.01%	434
2024 Q4	$26.4K	Hold	160	–	–	0.01%	425
2024 Q3	$27.1K	Hold	160	–	–	0.01%	443
2024 Q2	$24.4K	Hold	160	–	–	0.01%	441
2024 Q1	$24.9K	Hold	160	–	–	0.01%	439
2023 Q4	$23.2K	Hold	160	–	–	0.01%	416
2023 Q3	$21.4K	Hold	160	–	–	0.01%	355
2023 Q2	$22.5K	Hold	160	–	–	0.01%	344
2023 Q1	$21.9K	Hold	160	–	–	0.01%	308
2022 Q4	$21.7K	Hold	160	–	–	0.01%	302
2022 Q3	$20K	Hold	160	–	–	0.01%	298
2022 Q2	$21K	Sell	160 -240	-60%	-$32.9K	0.01%	304
2022 Q1	$57K	Buy	+400	New	+$56K	0.02%	212

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

Blue Bell Private Wealth Management's LGLV Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 160 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Blue Bell Private Wealth Management first reported a position in LGLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $57K in Q1 2022. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Blue Bell Private Wealth Management held 160 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $28.5K as of Q1 2026.
Blue Bell Private Wealth Management left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #477 holding.
Blue Bell Private Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2022 and has held it in 17 quarters since.
Blue Bell Private Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $57K in Q1 2022.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.