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Harvest Investment Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Harvest Investment Services’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 		$605K Sell
3,333
-151
-4% -$27.1K 0.09% 214
2026
Q1 		$621K Sell
3,484
-99
-3% -$18K 0.11% 175
2025
Q4 		$629K Buy
3,583
+518
+17% +$90.9K 0.12% 173
2025
Q3 		$546K Sell
3,065
-207
-6% -$36.4K 0.11% 185
2025
Q2 		$571K Buy
3,272
+20
+0.6% +$3.42K 0.13% 181
2025
Q1 		$566K Sell
3,252
-600
-16% -$102K 0.16% 143
2024
Q4 		$636K Buy
3,852
+47
+1% +$8.04K 0.16% 153
2024
Q3 		$644K Sell
3,805
-374
-9% -$60.5K 0.21% 124
2024
Q2 		$638K Sell
4,179
-4,156
-50% -$633K 0.25% 96
2024
Q1 		$1.3M Sell
8,335
-14
-0.2% -$2.09K 0.52% 55
2023
Q4 		$1.21M Sell
8,349
-111
-1% -$15.3K 0.56% 53
2023
Q3 		$1.13M Buy
8,460
+346
+4% +$48.3K 0.73% 37
2023
Q2 		$1.14M Sell
8,114
-2,609
-24% -$359K 0.65% 52
2023
Q1 		$1.47M Sell
10,723
-893
-8% -$122K 1.13% 27
2022
Q4 		$1.58M Buy
11,616
+933
+9% +$124K 1.68% 14
2022
Q3 		$1.32M Sell
10,683
-1,214
-10% -$164K 1.61% 14
2022
Q2 		$1.56M Sell
11,897
-174
-1% -$23.9K 1.19% 30
2022
Q1 		$1.73M Sell
12,071
-201
-2% -$28.2K 1.04% 27
2021
Q4 		$1.85M Sell
12,272
-466
-4% -$66.8K 0.78% 31
2021
Q3 		$1.7M Sell
12,738
-340
-3% -$47K 0.69% 29
2021
Q2 		$1.74M Sell
13,078
-1,418
-10% -$187K 0.73% 30
2021
Q1 		$1.82M Sell
14,496
-158
-1% -$19.1K 0.82% 28
2020
Q4 		$1.76M Sell
14,654
-4,272
-23% -$490K 0.9% 26
2020
Q3 		$2.05M Sell
18,926
-2,316
-11% -$249K 1.18% 16
2020
Q2 		$2.17M Buy
21,242
+104
+0.5% +$10.3K 1.28% 15
2020
Q1 		$1.92M Sell
21,138
-33,020
-61% -$3.61M 2.55% 8
2019
Q4 		$6.18M Buy
54,158
+31,893
+143% +$3.57M 3.28% 4
2019
Q3 		$2.45M Buy
22,265
+14,186
+176% +$1.56M 1.23% 18
2019
Q2 		$876K Buy
+8,079
New +$841K 0.5% 53

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

Harvest Investment Services's LGLV Position: Q2 2026 in Review

Harvest Investment Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 4.3% in Q2 2026, selling an estimated $27.1K and leaving 3,333 shares worth $605K. The position accounts for 0.09% of the portfolio, ranked #214.

Harvest Investment Services first reported a position in LGLV in Q2 2019 and has held it in 29 quarters since. The position peaked at $6.18M in Q4 2019. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Harvest Investment Services held 3,333 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $605K as of Q2 2026.
  • Harvest Investment Services sold 151 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $27.1K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Harvest Investment Services's portfolio in Q2 2026, its #214 holding.
  • Harvest Investment Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 29 quarters since.
  • Harvest Investment Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $6.18M in Q4 2019.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.