GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Gerber Kawasaki Wealth & Investment 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 		$62.6M Buy
344,896
+35,858
+12% +$6.44M 1.67% 15
2026
Q1 		$55.1M Sell
309,038
-6,590
-2% -$1.2M 1.75% 14
2025
Q4 		$55.4M Buy
315,628
+17,784
+6% +$3.12M 1.93% 14
2025
Q3 		$53.1M Buy
297,844
+38,305
+15% +$6.74M 1.82% 15
2025
Q2 		$45.3M Sell
259,539
-1,575
-0.6% -$270K 1.75% 16
2025
Q1 		$45.4M Buy
261,114
+10,170
+4% +$1.73M 2.04% 15
2024
Q4 		$41.5M Buy
250,944
+12,192
+5% +$2.08M 1.8% 16
2024
Q3 		$40.4M Sell
238,752
-81,103
-25% -$13.1M 1.86% 15
2024
Q2 		$48.8M Buy
319,855
+25,737
+9% +$3.92M 2.44% 11
2024
Q1 		$45.8M Buy
294,118
+24,160
+9% +$3.61M 2.47% 11
2023
Q4 		$39.1M Buy
269,958
+27,007
+11% +$3.73M 2.34% 12
2023
Q3 		$32.4M Buy
242,951
+33,446
+16% +$4.66M 2.21% 13
2023
Q2 		$29.5M Buy
209,505
+22,306
+12% +$3.07M 1.98% 13
2023
Q1 		$25.6M Buy
187,199
+12,792
+7% +$1.74M 2.02% 13
2022
Q4 		$23.7M Buy
174,407
+91,635
+111% +$12.2M 2.1% 11
2022
Q3 		$10.2M Buy
82,772
+13,729
+20% +$1.85M 0.95% 35
2022
Q2 		$9.04M Buy
69,043
+60,334
+693% +$8.27M 0.86% 33
2022
Q1 		$1.25M Buy
8,709
+2,435
+39% +$341K 0.1% 99
2021
Q4 		$945K Buy
6,274
+1,140
+22% +$163K 0.08% 116
2021
Q3 		$684K Buy
5,134
+926
+22% +$128K 0.09% 85
2021
Q2 		$560K Buy
4,208
+1,595
+61% +$211K 0.06% 140
2021
Q1 		$327K Buy
2,613
+499
+24% +$60.4K 0.04% 162
2020
Q4 		$253K Buy
+2,114
New +$243K 0.04% 149

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
IA
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $675M AUM
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's LGLV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 12% in Q2 2026, buying an estimated $6.44M and bringing the position to 344,896 shares worth $62.6M. The position accounts for 1.67% of the portfolio, ranked #15.

Gerber Kawasaki Wealth & Investment Management first reported a position in LGLV in Q4 2020 and has held it in 23 quarters since. 110 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 344,896 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $62.6M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 35,858 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $6.44M.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 1.67% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #15 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and has held it in 23 quarters since.
  • 110 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.