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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
Q2 		$240K Sell
1,325
-36
-3% -$6.46K 0.03% 456
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

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 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

Brookwood Investment Group's LGLV Position: Q2 2026 in Review

Brookwood Investment Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.6% in Q2 2026, selling an estimated $6.46K and leaving 1,325 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #456.

Brookwood Investment Group first reported a position in LGLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $297K in Q2 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Brookwood Investment Group held 1,325 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $240K as of Q2 2026.
  • Brookwood Investment Group sold 36 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $6.46K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #456 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 6 quarters since.
  • Brookwood Investment Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $297K in Q2 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 Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.