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 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

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

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 $347M AUM 9.29% 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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's LGLV Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.1% in Q1 2026, selling an estimated $1.2M and leaving 309,038 shares worth $55.1M. The position accounts for 1.75% of the portfolio, ranked #14.

Gerber Kawasaki Wealth & Investment Management first reported a position in LGLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $55.4M in Q4 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 309,038 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $55.1M as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 6,590 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.2M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 1.75% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #14 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 22 quarters since.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $55.4M in Q4 2025.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.