Hutchens & Kramer Investment Management Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Hutchens & Kramer Investment Management Group’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	$539K	Sell	2,971 -9	-0.3%	-$1.62K	0.14%	85
2026 Q1	$531K	Sell	2,980 -10	-0.3%	-$1.82K	0.17%	77
2025 Q4	$525K	Sell	2,990 -142	-5%	-$24.9K	0.18%	75
2025 Q3	$558K	Sell	3,132 -77	-2%	-$13.6K	0.22%	72
2025 Q2	$564K	Sell	3,209 -172	-5%	-$29.4K	0.26%	70
2025 Q1	$588K	Sell	3,381 -69	-2%	-$11.8K	0.32%	58
2024 Q4	$570K	Sell	3,450 -74	-2%	-$12.7K	0.31%	64
2024 Q3	$598K	Sell	3,524 -21	-0.6%	-$3.4K	0.33%	63
2024 Q2	$538K	Hold	3,545	–	–	0.3%	60
2024 Q1	$548K	Sell	3,545 -101	-3%	-$15.1K	0.32%	60
2023 Q4	$529K	Sell	3,646 -12	-0.3%	-$1.66K	0.37%	56
2023 Q3	$484K	Hold	3,658	–	–	0.38%	52
2023 Q2	$514K	Sell	3,658 -368	-9%	-$50.6K	0.41%	54
2023 Q1	$551K	Sell	4,026 -1,347	-25%	-$183K	0.48%	50
2022 Q4	$729K	Sell	5,373 -24	-0.4%	-$3.2K	0.53%	44
2022 Q3	$682K	Sell	5,397 -34	-0.6%	-$4.59K	0.56%	39
2022 Q2	$722K	Sell	5,431 -105	-2%	-$14.4K	0.53%	46
2022 Q1	$800K	Hold	5,536	–	–	0.44%	57
2021 Q4	$783K	Buy	+5,536	New	+$793K	0.49%	51

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's LGLV Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.3% in Q2 2026, selling an estimated $1.62K and leaving 2,971 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #85.

Hutchens & Kramer Investment Management Group first reported a position in LGLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $800K in Q1 2022. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Hutchens & Kramer Investment Management Group held 2,971 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $539K as of Q2 2026.
Hutchens & Kramer Investment Management Group sold 9 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.62K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.14% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #85 holding.
Hutchens & Kramer Investment Management Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 19 quarters since.
Hutchens & Kramer Investment Management Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $800K in Q1 2022.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.