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Darwin Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Darwin Wealth Management’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 		$435K Buy
2,442
+5
+0.2% +$911 0.14% 100
2025
Q4 		$428K Sell
2,437
-67
-3% -$11.8K 0.13% 102
2025
Q3 		$446K Buy
2,504
+250
+11% +$44K 0.14% 98
2025
Q2 		$394K Sell
2,254
-551
-20% -$94.3K 0.14% 100
2025
Q1 		$464K Hold
2,805
– – 0.16% 95
2024
Q4 		$464K Sell
2,805
-1,408
-33% -$241K 0.16% 95
2024
Q3 		$713K Sell
4,213
-435
-9% -$70.4K 0.2% 86
2024
Q2 		$709K Sell
4,648
-501
-10% -$76.3K 0.35% 48
2024
Q1 		$802K Sell
5,149
-1,176
-19% -$176K 0.22% 80
2023
Q4 		$917K Sell
6,325
-15
-0.2% -$2.07K 0.25% 79
2023
Q3 		$847K Sell
6,340
-6
-0.1% -$837 0.23% 81
2023
Q2 		$891K Sell
6,346
-405
-6% -$55.7K 0.23% 84
2023
Q1 		$936K Sell
6,751
-501
-7% -$68.2K 0.25% 83
2022
Q4 		$1.01M Sell
7,252
-1,006
-12% -$134K 0.26% 75
2022
Q3 		$1.04M Sell
8,258
-640
-7% -$86.4K 0.26% 79
2022
Q2 		$1.22M Sell
8,898
-1,019
-10% -$140K 0.25% 80
2022
Q1 		$1.43M Sell
9,917
-375
-4% -$52.5K 0.23% 73
2021
Q4 		$1.45M Sell
10,292
-2,519
-20% -$361K 0.23% 75
2021
Q3 		$1.71M Sell
12,811
-2,099
-14% -$290K 0.27% 65
2021
Q2 		$1.98M Sell
14,910
-1,709
-10% -$226K 0.32% 58
2021
Q1 		$2.08M Sell
16,619
-6,689
-29% -$810K 0.36% 59
2020
Q4 		$2.79M Sell
23,308
-12,951
-36% -$1.49M 0.52% 56
2020
Q3 		$3.93M Sell
36,259
-66,113
-65% -$7.11M 0.85% 28
2020
Q2 		$10.4M Sell
102,372
-2,694
-3% -$267K 2.66% 7
2020
Q1 		$9.5M Buy
105,066
+10,839
+12% +$1.18M 3.02% 5
2019
Q4 		$10.8M Buy
94,227
+7,885
+9% +$882K 2.87% 4
2019
Q3 		$9.63M Buy
86,342
+9,581
+12% +$1.06M 2.85% 4
2019
Q2 		$8.27M Buy
76,761
+9,028
+13% +$940K 2.56% 4
2019
Q1 		$6.8M Buy
67,733
+8,965
+15% +$859K 2.24% 5
2018
Q4 		$5.23M Buy
58,768
+22,573
+62% +$2.11M 3.65% 6
2018
Q3 		$3.51M Buy
+36,195
New +$3.45M 1.96% 15
2018
Q2 		– Hold
0
– – – 20
2018
Q1 		– Sell
-6,828
Closed -$622K – 33
2017
Q4 		$618K Buy
+6,828
New +$621K 0.26% 85

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

Darwin Wealth Management's LGLV Position: Q1 2026 in Review

Darwin Wealth Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.21% in Q1 2026, buying an estimated $911 and bringing the position to 2,442 shares worth $435K. The position accounts for 0.14% of the portfolio, ranked #100.

Darwin Wealth Management first reported a position in LGLV in Q4 2017 and has held it in 32 quarters since. The position peaked at $10.8M in Q4 2019. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Darwin Wealth Management held 2,442 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $435K as of Q1 2026.
  • Darwin Wealth Management bought 5 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $911.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.14% of Darwin Wealth Management's portfolio in Q1 2026, its #100 holding.
  • Darwin Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2017 and has held it in 32 quarters since.
  • Darwin Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $10.8M in Q4 2019.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.