Daiwa Securities Group
LGLV icon

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

Daiwa Securities 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 		$2.1M Buy
11,800
+3,070
+35% +$560K 0.01% 644
2025
Q4 		$1.53M Sell
8,730
-170
-2% -$29.8K ﹤0.01% 710
2025
Q3 		$1.59M Sell
8,900
-600
-6% -$106K 0.01% 684
2025
Q2 		$1.66M Sell
9,500
-520
-5% -$89K 0.01% 648
2025
Q1 		$1.74M Buy
10,020
+70
+0.7% +$11.9K 0.01% 624
2024
Q4 		$1.64M Hold
9,950
– – 0.01% 641
2024
Q3 		$1.68M Buy
9,950
+200
+2% +$32.4K 0.01% 617
2024
Q2 		$1.49M Sell
9,750
-890
-8% -$136K 0.01% 625
2024
Q1 		$1.66M Sell
10,640
-430
-4% -$64.3K 0.01% 600
2023
Q4 		$1.6M Buy
11,070
+70
+0.6% +$9.67K 0.01% 570
2023
Q3 		$1.47M Sell
11,000
-400
-4% -$55.8K 0.01% 572
2023
Q2 		$1.6M Sell
11,400
-800
-7% -$110K 0.01% 555
2023
Q1 		$1.67M Hold
12,200
– – 0.01% 531
2022
Q4 		$1.66M Buy
12,200
+1,900
+18% +$253K 0.01% 513
2022
Q3 		$1.27M Buy
10,300
+900
+10% +$122K 0.01% 563
2022
Q2 		$1.23M Buy
9,400
+1,050
+13% +$144K 0.01% 588
2022
Q1 		$1.2M Sell
8,350
-50
-0.6% -$7K 0.01% 647
2021
Q4 		$1.27M Sell
8,400
-600
-7% -$86K 0.01% 637
2021
Q3 		$1.2M Buy
9,000
+100
+1% +$13.8K 0.01% 625
2021
Q2 		$1.19M Sell
8,900
-500
-5% -$66.1K 0.01% 595
2021
Q1 		$1.18M Hold
9,400
– – 0.01% 563
2020
Q4 		$1.13M Sell
9,400
-500
-5% -$57.4K 0.01% 542
2020
Q3 		$1.07M Sell
9,900
-700
-7% -$75.3K 0.01% 490
2020
Q2 		$960K Hold
10,600
– – 0.02% 371
2020
Q1 		$960K Buy
+10,600
New +$1.16M 0.01% 477

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

Daiwa Securities Group's LGLV Position: Q1 2026 in Review

Daiwa Securities Group increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 35% in Q1 2026, buying an estimated $560K and bringing the position to 11,800 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #644.

Daiwa Securities Group first reported a position in LGLV in Q1 2020 and has held it in 25 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Daiwa Securities Group held 11,800 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.1M as of Q1 2026.
  • Daiwa Securities Group bought 3,070 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $560K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Daiwa Securities Group's portfolio in Q1 2026, its #644 holding.
  • Daiwa Securities Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 25 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Daiwa Securities Group's 13F filing for Q1 2026, filed 13 May 2026.