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

Bogart Wealth LLC’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 		$75.6K Sell
417
-423
-50% -$76K ﹤0.01% 447
2026
Q1 		$150K Buy
840
+13
+2% +$2.37K 0.01% 304
2025
Q4 		$145K Buy
827
+1
+0.1% +$175 0.01% 290
2025
Q3 		$147K Sell
826
-241
-23% -$42.4K 0.01% 281
2025
Q2 		$186K Sell
1,067
-8
-0.7% -$1.37K 0.01% 244
2025
Q1 		$187K Buy
1,075
+1
+0.1% +$170 0.01% 234
2024
Q4 		$177K Buy
1,074
+1
+0.1% +$171 0.01% 231
2024
Q3 		$182K Buy
1,073
+1
+0.1% +$162 0.01% 222
2024
Q2 		$164K Buy
1,072
+1
+0.1% +$152 0.01% 227
2024
Q1 		$167K Sell
1,071
-10
-0.9% -$1.5K 0.01% 212
2023
Q4 		$157K Sell
1,081
-64
-6% -$8.84K 0.01% 216
2023
Q3 		$153K Buy
1,145
+22
+2% +$3.07K 0.01% 208
2023
Q2 		$158K Buy
1,123
+1
+0.1% +$138 0.01% 206
2023
Q1 		$154K Buy
1,122
+1
+0.1% +$136 0.01% 195
2022
Q4 		$152K Buy
1,121
+1
+0.1% +$133 0.01% 198
2022
Q3 		$138K Buy
1,120
+1
+0.1% +$135 0.01% 193
2022
Q2 		$146K Buy
1,119
+22
+2% +$3.02K 0.01% 179
2022
Q1 		$158K Sell
1,097
-78
-7% -$10.9K 0.01% 176
2021
Q4 		$177K Buy
1,175
+2
+0.2% +$287 0.02% 159
2021
Q3 		$156K Buy
1,173
+1
+0.1% +$138 0.02% 163
2021
Q2 		$156K Sell
1,172
-7
-0.6% -$925 0.02% 158
2021
Q1 		$148K Sell
1,179
-32
-3% -$3.88K 0.02% 147
2020
Q4 		$145K Buy
1,211
+78
+7% +$8.96K 0.03% 142
2020
Q3 		$122K Buy
1,133
+165
+17% +$17.8K 0.03% 145
2020
Q2 		$99K Hold
968
– – 0.02% 139
2020
Q1 		$88K Buy
968
+99
+11% +$10.8K 0.02% 142
2019
Q4 		$99K Buy
869
+32
+4% +$3.58K 0.03% 141
2019
Q3 		$93K Buy
837
+694
+485% +$76.5K 0.05% 128
2019
Q2 		$15K Buy
+143
New +$14.9K 0.01% 214

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bogart Wealth LLC's LGLV Position: Q2 2026 in Review

Bogart Wealth LLC reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 50% in Q2 2026, selling an estimated $76K and leaving 417 shares worth $75.6K. The position accounts for ﹤0.01% of the portfolio, ranked #447.

Bogart Wealth LLC first reported a position in LGLV in Q2 2019 and has held it in 29 quarters since. The position peaked at $187K in Q1 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Bogart Wealth LLC held 417 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $75.6K as of Q2 2026.
  • Bogart Wealth LLC sold 423 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $76K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #447 holding.
  • Bogart Wealth LLC first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 29 quarters since.
  • Bogart Wealth LLC's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $187K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.