Fidelity Investments’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Fidelity Investments’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	$569K	Buy	3,194 +845	+36%	+$154K	﹤0.01%	3079
2025 Q4	$412K	Sell	2,349 -34	-1%	-$5.96K	﹤0.01%	3152
2025 Q3	$425K	Sell	2,383 -142	-6%	-$25K	﹤0.01%	3090
2025 Q2	$441K	Buy	2,525 +313	+14%	+$53.6K	﹤0.01%	3007
2025 Q1	$385K	Sell	2,212 -72	-3%	-$12.3K	﹤0.01%	2992
2024 Q4	$377K	Buy	2,284 +17	+0.7%	+$2.91K	﹤0.01%	3027
2024 Q3	$384K	Buy	2,267 +660	+41%	+$107K	﹤0.01%	2967
2024 Q2	$245K	Buy	1,607 +270	+20%	+$41.1K	﹤0.01%	2969
2024 Q1	$208K	Buy	1,337 +161	+14%	+$24.1K	﹤0.01%	3013
2023 Q4	$171K	Buy	1,176 +56	+5%	+$7.73K	﹤0.01%	3013
2023 Q3	$150K	Sell	1,120 -13	-1%	-$1.81K	﹤0.01%	2977
2023 Q2	$159K	Buy	1,133 +811	+252%	+$112K	﹤0.01%	3011
2023 Q1	$44K	Buy	322 +101	+46%	+$13.8K	﹤0.01%	3501
2022 Q4	$30K	Buy	221 +8	+4%	+$1.06K	﹤0.01%	3634
2022 Q3	$26K	Sell	213 -127	-37%	-$17.2K	﹤0.01%	3747
2022 Q2	$45K	Buy	340 +128	+60%	+$17.6K	﹤0.01%	3603
2022 Q1	$30K	Sell	212 -9	-4%	-$1.26K	﹤0.01%	3877
2021 Q4	$33K	Sell	221 -140	-39%	-$20.1K	﹤0.01%	3335
2021 Q3	$48K	Buy	361 +199	+123%	+$27.5K	﹤0.01%	3222
2021 Q2	$21K	Buy	162 +56	+53%	+$7.4K	﹤0.01%	3368
2021 Q1	$13K	Buy	106 +11	+12%	+$1.33K	﹤0.01%	3336
2020 Q4	$11K	Sell	95 -37	-28%	-$4.25K	﹤0.01%	3300
2020 Q3	$14K	Sell	132 -73	-36%	-$7.86K	﹤0.01%	3131
2020 Q2	$21K	Sell	205 -844	-80%	-$83.8K	﹤0.01%	2977
2020 Q1	$95K	Sell	1,049 -154	-13%	-$16.8K	﹤0.01%	2681
2019 Q4	$137K	Buy	1,203 +3	+0.3%	+$336	﹤0.01%	2699
2019 Q3	$134K	Buy	1,200 +1,074	+852%	+$118K	﹤0.01%	2699
2019 Q2	$14K	Hold	126	–	–	﹤0.01%	3158
2019 Q1	$13K	Hold	126	–	–	﹤0.01%	3072
2018 Q4	$11K	Hold	126	–	–	﹤0.01%	3027
2018 Q3	$12K	Buy	+126	New	+$12K	﹤0.01%	3104

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

Fidelity Investments's LGLV Position: Q1 2026 in Review

Fidelity Investments increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 36% in Q1 2026, buying an estimated $154K and bringing the position to 3,194 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

Fidelity Investments first reported a position in LGLV in Q3 2018 and has held it in 31 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Fidelity Investments held 3,194 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $569K as of Q1 2026.
Fidelity Investments bought 845 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $154K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3079 holding.
Fidelity Investments first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2018 and has held it in 31 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 Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.