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 Q2	$389K	Sell	2,146 -296	-12%	-$53.2K	0.11%	108
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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Darwin Wealth Management's LGLV Position: Q2 2026 in Review

Darwin Wealth Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 12% in Q2 2026, selling an estimated $53.2K and leaving 2,146 shares worth $389K. The position accounts for 0.11% of the portfolio, ranked #108.

Darwin Wealth Management first reported a position in LGLV in Q4 2017 and has held it in 33 quarters since. The position peaked at $10.8M in Q4 2019. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Darwin Wealth Management held 2,146 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $389K as of Q2 2026.
Darwin Wealth Management sold 296 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $53.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.11% of Darwin Wealth Management's portfolio in Q2 2026, its #108 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 33 quarters since.
Darwin Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $10.8M in Q4 2019.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.