Commonwealth Equity Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Commonwealth Equity Services’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	$3.01M	Buy	16,887 +925	+6%	+$169K	﹤0.01%	1695
2025 Q4	$2.8M	Sell	15,962 -80	-0.5%	-$14K	﹤0.01%	1732
2025 Q3	$2.86M	Sell	16,042 -405	-2%	-$71.3K	﹤0.01%	1738
2025 Q2	$2.87M	Sell	16,447 -305	-2%	-$52.2K	﹤0.01%	1725
2025 Q1	$2.92M	Sell	16,752 -2,232	-12%	-$380K	﹤0.01%	1647
2024 Q4	$3.14M	Sell	18,984 -771	-4%	-$132K	﹤0.01%	1547
2024 Q3	$3.34M	Sell	19,755 -2,082	-10%	-$337K	0.01%	1499
2024 Q2	$3.33M	Sell	21,837 -493	-2%	-$75.1K	0.01%	1451
2024 Q1	$3.48M	Buy	22,330 +6,723	+43%	+$1M	0.01%	1402
2023 Q4	$2.26M	Sell	15,607 -1,207	-7%	-$167K	﹤0.01%	1615
2023 Q3	$2.25M	Buy	16,814 +310	+2%	+$43.2K	﹤0.01%	1532
2023 Q2	$2.32M	Sell	16,504 -793	-5%	-$109K	﹤0.01%	1526
2023 Q1	$2.37K	Sell	17,297 -576	-3%	-$78.5K	0.01%	1458
2022 Q4	$2.42M	Buy	17,873 +68	+0.4%	+$9.05K	0.01%	1382
2022 Q3	$2.2M	Buy	17,805 +6,351	+55%	+$858K	0.01%	1359
2022 Q2	$1.5M	Sell	11,454 -696	-6%	-$95.4K	﹤0.01%	1603
2022 Q1	$1.75M	Buy	12,150 +76	+0.6%	+$10.6K	﹤0.01%	1593
2021 Q4	$1.82M	Sell	12,074 -456	-4%	-$65.3K	﹤0.01%	1562
2021 Q3	$1.67M	Buy	12,530 +548	+5%	+$75.8K	﹤0.01%	1549
2021 Q2	$1.59M	Sell	11,982 -5,601	-32%	-$740K	﹤0.01%	1582
2021 Q1	$2.2M	Buy	17,583 +5,401	+44%	+$654K	0.01%	1255
2020 Q4	$1.46M	Sell	12,182 -1,582	-11%	-$182K	﹤0.01%	1413
2020 Q3	$1.49M	Sell	13,764 -1,995	-13%	-$215K	0.01%	1255
2020 Q2	$1.61M	Sell	15,759 -2,507	-14%	-$249K	0.01%	1139
2020 Q1	$1.65M	Buy	18,266 +3,811	+26%	+$416K	0.01%	983
2019 Q4	$1.65M	Buy	14,455 +4,422	+44%	+$495K	0.01%	1139
2019 Q3	$1.12M	Buy	10,033 +1,064	+12%	+$117K	﹤0.01%	1299
2019 Q2	$965K	Buy	8,969 +4,629	+107%	+$482K	﹤0.01%	1364
2019 Q1	$435K	Buy	4,340 +85	+2%	+$8.14K	﹤0.01%	1863
2018 Q4	$378K	Sell	4,255 -103	-2%	-$9.62K	﹤0.01%	1852
2018 Q3	$423K	Buy	4,358 +11	+0.3%	+$1.05K	﹤0.01%	1900
2018 Q2	$392K	Sell	4,347 -463	-10%	-$41.7K	﹤0.01%	1924
2018 Q1	$433K	Sell	4,810 -24	-0.5%	-$2.19K	﹤0.01%	1808
2017 Q4	$438K	Buy	4,834 +30	+0.6%	+$2.73K	﹤0.01%	1782
2017 Q3	$426K	Buy	4,804 +1,275	+36%	+$112K	﹤0.01%	1720
2017 Q2	$305K	Buy	3,529 +411	+13%	+$35.2K	﹤0.01%	1902
2017 Q1	$264K	Buy	3,118 +7	+0.2%	+$582	﹤0.01%	1941
2016 Q4	$250K	Buy	3,111 +462	+17%	+$36.5K	﹤0.01%	1902
2016 Q3	$211K	Buy	2,649 +8	+0.3%	+$646	﹤0.01%	1950
2016 Q2	$211K	Buy	2,641 +8	+0.3%	+$622	﹤0.01%	1913
2016 Q1	$202K	Buy	+2,633	New	+$190K	﹤0.01%	1905

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

Commonwealth Equity Services's LGLV Position: Q1 2026 in Review

Commonwealth Equity Services increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 5.8% in Q1 2026, buying an estimated $169K and bringing the position to 16,887 shares worth $3.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1695.

Commonwealth Equity Services first reported a position in LGLV in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.48M in Q1 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Commonwealth Equity Services held 16,887 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $3.01M as of Q1 2026.
Commonwealth Equity Services bought 925 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $169K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1695 holding.
Commonwealth Equity Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2016 and has held it in 41 quarters since.
Commonwealth Equity Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.48M in Q1 2024.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.