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

Fisher Asset 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	$256K	Buy	1,412 +185	+15%	+$33.2K	﹤0.01%	964
2026 Q1	$219K	Hold	1,227	–	–	﹤0.01%	967
2025 Q4	$215K	Sell	1,227 -252	-17%	-$44.2K	﹤0.01%	976
2025 Q3	$264K	Buy	1,479 +252	+21%	+$44.3K	﹤0.01%	914
2025 Q2	$214K	Hold	1,227	–	–	﹤0.01%	952
2025 Q1	$214K	Buy	+1,227	New	+$209K	﹤0.01%	967

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

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

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

Fisher Asset Management's LGLV Position: Q2 2026 in Review

Fisher Asset Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 15% in Q2 2026, buying an estimated $33.2K and bringing the position to 1,412 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Fisher Asset Management first reported a position in LGLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $264K in Q3 2025. 112 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Fisher Asset Management held 1,412 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $256K as of Q2 2026.
Fisher Asset Management bought 185 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $33.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #964 holding.
Fisher Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and has held it in 6 quarters since.
Fisher Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $264K in Q3 2025.
112 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.