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Brookwood Investment Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Brookwood Investment Group’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 		$242K Hold
1,361
– – 0.03% 441
2025
Q4 		$239K Sell
1,361
-119
-8% -$20.9K 0.03% 440
2025
Q3 		$264K Sell
1,480
-223
-13% -$39.2K 0.03% 396
2025
Q2 		$297K Hold
1,703
– – 0.05% 338
2025
Q1 		$296K Buy
+1,703
New +$290K 0.05% 319

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

Brookwood Investment Group's LGLV Position: Q1 2026 in Review

Brookwood Investment Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 1,361 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #441.

Brookwood Investment Group first reported a position in LGLV in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q2 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Brookwood Investment Group held 1,361 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $242K as of Q1 2026.
  • Brookwood Investment Group 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 0.03% of Brookwood Investment Group's portfolio in Q1 2026, its #441 holding.
  • Brookwood Investment Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $297K in Q2 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.