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

Financial Insights’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	$1.25M	Sell	6,905 -46	-0.7%	-$8.26K	0.33%	47
2026 Q1	$1.24M	Sell	6,951 -89	-1%	-$16.2K	0.4%	41
2025 Q4	$1.24M	Sell	7,040 -159	-2%	-$27.9K	0.41%	42
2025 Q3	$1.28M	Sell	7,199 -20	-0.3%	-$3.52K	0.42%	40
2025 Q2	$1.26M	Sell	7,219 -221	-3%	-$37.8K	0.46%	37
2025 Q1	$1.29M	Sell	7,440 -78	-1%	-$13.3K	0.52%	34
2024 Q4	$1.24M	Buy	7,518 +78	+1%	+$13.3K	0.46%	36
2024 Q3	$1.26M	Buy	7,440 +495	+7%	+$80.1K	0.4%	43
2024 Q2	$1.06M	Sell	6,945 -309	-4%	-$47.1K	0.29%	57
2024 Q1	$1.13M	Sell	7,254 -324	-4%	-$48.4K	0.32%	61
2023 Q4	$1.1M	Sell	7,578 -725	-9%	-$100K	0.34%	57
2023 Q3	$1.1M	Sell	8,303 -362	-4%	-$50.5K	0.39%	50
2023 Q2	$1.22M	Sell	8,665 -284	-3%	-$39.1K	0.45%	45
2023 Q1	$1.22M	Sell	8,949 -1,218	-12%	-$166K	0.5%	39
2022 Q4	$1.38M	Sell	10,167 -102	-1%	-$13.6K	0.65%	38
2022 Q3	$1.27M	Sell	10,269 -232	-2%	-$31.3K	0.85%	33
2022 Q2	$1.38M	Buy	10,501 +923	+10%	+$127K	1.4%	20
2022 Q1	$1.38M	Buy	9,578 +157	+2%	+$22K	1.26%	20
2021 Q4	$1.42M	Sell	9,421 -370	-4%	-$53K	1.22%	23
2021 Q3	$1.31M	Buy	9,791 +618	+7%	+$85.4K	1.2%	23
2021 Q2	$1.22M	Buy	9,173 +78	+0.9%	+$10.3K	1.01%	24
2021 Q1	$1.14M	Buy	9,095 +2,864	+46%	+$347K	0.84%	27
2020 Q4	$747K	Buy	6,231 +1,379	+28%	+$158K	0.58%	33
2020 Q3	$526K	Buy	4,852 +4,152	+593%	+$447K	0.45%	38
2020 Q2	$465K	Sell	700 -3,332	-83%	-$331K	0.41%	39
2020 Q1	$365K	Buy	4,032 +2,076	+106%	+$227K	0.38%	42
2019 Q4	$223K	Buy	+1,956	New	+$219K	0.2%	74

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

Financial Insights's LGLV Position: Q2 2026 in Review

Financial Insights reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.66% in Q2 2026, selling an estimated $8.26K and leaving 6,905 shares worth $1.25M. The position accounts for 0.33% of the portfolio, ranked #47.

Financial Insights first reported a position in LGLV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.42M in Q4 2021. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Financial Insights held 6,905 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.25M as of Q2 2026.
Financial Insights sold 46 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $8.26K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.33% of Financial Insights's portfolio in Q2 2026, its #47 holding.
Financial Insights first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2019 and has held it in 27 quarters since.
Financial Insights's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.42M in Q4 2021.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.