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 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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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 $322M AUM 7.74% 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

Harbour Investments's LGLV Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 171% in Q1 2026, buying an estimated $1.43M and bringing the position to 12,461 shares worth $2.22M. The position accounts for 0.03% of the portfolio, ranked #463.

Harbour Investments first reported a position in LGLV in Q1 2021 and has held it in 20 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Harbour Investments held 12,461 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.22M as of Q1 2026.
Harbour Investments bought 7,868 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $1.43M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.03% of Harbour Investments's portfolio in Q1 2026, its #463 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 20 quarters since.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.