Cetera Investment Advisers
LGLV icon

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

Cetera Investment Advisers’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 		$1.37M Sell
7,531
-1,511
-17% -$271K ﹤0.01% 2736
2026
Q1 		$1.61M Sell
9,042
-1,012
-10% -$184K ﹤0.01% 2480
2025
Q4 		$1.77M Sell
10,054
-6,770
-40% -$1.19M ﹤0.01% 2328
2025
Q3 		$3M Buy
16,824
+3,069
+22% +$540K ﹤0.01% 1826
2025
Q2 		$2.4M Buy
13,755
+4,882
+55% +$836K ﹤0.01% 1710
2025
Q1 		$1.54M Sell
8,873
-1,730
-16% -$295K ﹤0.01% 1944
2024
Q4 		$1.75M Sell
10,603
-1,368
-11% -$234K ﹤0.01% 1750
2024
Q3 		$2.03M Buy
11,971
+422
+4% +$68.3K ﹤0.01% 1622
2024
Q2 		$1.76M Sell
11,549
-649
-5% -$98.8K ﹤0.01% 1661
2024
Q1 		$1.9M Buy
12,198
+10,390
+575% +$1.55M ﹤0.01% 1591
2023
Q4 		$262K Sell
1,808
-526
-23% -$72.6K ﹤0.01% 1864
2023
Q3 		$312K Buy
2,334
+117
+5% +$16.3K ﹤0.01% 1702
2023
Q2 		$312K Sell
2,217
-304
-12% -$41.8K ﹤0.01% 1724
2023
Q1 		$345K Buy
2,521
+33
+1% +$4.5K ﹤0.01% 1624
2022
Q4 		$337K Sell
2,488
-9
-0.4% -$1.2K ﹤0.01% 1586
2022
Q3 		$308K Sell
2,497
-99
-4% -$13.4K 0.01% 1250
2022
Q2 		$340K Sell
2,596
-40
-2% -$5.49K 0.01% 1335
2022
Q1 		$379K Sell
2,636
-1,366
-34% -$191K 0.01% 1354
2021
Q4 		$603K Sell
4,002
-480
-11% -$68.8K 0.01% 1074
2021
Q3 		$598K Sell
4,482
-1,478
-25% -$204K 0.01% 1035
2021
Q2 		$793K Sell
5,960
-8,103
-58% -$1.07M 0.01% 869
2021
Q1 		$1.76M Sell
14,063
-1,391
-9% -$168K 0.03% 455
2020
Q4 		$1.85M Buy
15,454
+9,174
+146% +$1.05M 0.04% 451
2020
Q3 		$681K Sell
6,280
-16
-0.3% -$1.72K 0.06% 325
2020
Q2 		$643K Sell
6,296
-47,351
-88% -$4.7M 0.06% 313
2020
Q1 		$4.86M Buy
53,647
+16,039
+43% +$1.75M 0.6% 34
2019
Q4 		$4.3M Buy
37,608
+11,017
+41% +$1.23M 0.43% 59
2019
Q3 		$2.96M Buy
+26,591
New +$2.93M 0.36% 76

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

Cetera Investment Advisers's LGLV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 17% in Q2 2026, selling an estimated $271K and leaving 7,531 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Cetera Investment Advisers first reported a position in LGLV in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.86M in Q1 2020. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Cetera Investment Advisers held 7,531 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.37M as of Q2 2026.
  • Cetera Investment Advisers sold 1,511 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $271K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2736 holding.
  • Cetera Investment Advisers first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 28 quarters since.
  • Cetera Investment Advisers's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $4.86M in Q1 2020.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.