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LGLV icon

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

Harbour 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
Q2 		$2.33M Buy
12,828
+367
+3% +$65.9K 0.03% 491
2026
Q1 		$2.22M Buy
12,461
+7,868
+171% +$1.43M 0.03% 463
2025
Q4 		$806K Buy
4,593
+76
+2% +$13.3K 0.02% 673
2025
Q3 		$805K Buy
4,517
+280
+7% +$49.3K 0.02% 638
2025
Q2 		$740K Buy
4,237
+122
+3% +$20.9K 0.02% 633
2025
Q1 		$716K Sell
4,115
-282
-6% -$48.1K 0.02% 600
2024
Q4 		$726K Buy
4,397
+1,585
+56% +$271K 0.02% 582
2024
Q3 		$476K Buy
2,812
+220
+8% +$35.6K 0.01% 672
2024
Q2 		$396K Sell
2,592
-13
-0.5% -$1.98K 0.01% 694
2024
Q1 		$406K Buy
2,605
+60
+2% +$8.97K 0.01% 666
2023
Q4 		$369K Buy
2,545
+333
+15% +$46K 0.02% 638
2023
Q3 		$295K Sell
2,212
-261
-11% -$36.4K 0.01% 664
2023
Q2 		$348K Sell
2,473
-1,044
-30% -$144K 0.02% 612
2023
Q1 		$481K Sell
3,517
-29
-0.8% -$3.95K 0.03% 477
2022
Q4 		$481K Sell
3,546
-24
-0.7% -$3.2K 0.03% 461
2022
Q3 		$467K Hold
3,570
– – 0.03% 427
2022
Q2 		$467K Buy
+3,570
New +$490K 0.03% 427
2021
Q4 		$544K Sell
3,609
-6,168
-63% -$884K 0.03% 414
2021
Q3 		$1.3M Sell
9,777
-335
-3% -$46.3K 0.04% 381
2021
Q2 		$1.35M Sell
10,112
-118
-1% -$15.6K 0.04% 389
2021
Q1 		$1.28M Buy
+10,230
New +$1.24M 0.05% 351

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Harbour Investments's LGLV Position: Q2 2026 in Review

Harbour Investments increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.9% in Q2 2026, buying an estimated $65.9K and bringing the position to 12,828 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #491.

Harbour Investments first reported a position in LGLV in Q1 2021 and has held it in 21 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Harbour Investments held 12,828 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.33M as of Q2 2026.
  • Harbour Investments bought 367 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $65.9K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #491 holding.
  • Harbour Investments first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2021 and has held it in 21 quarters since.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.