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

IEQ Capital’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	$2.76M	Sell	15,210 -69,467	-82%	-$12.5M	0.01%	682
2026 Q1	$15.1M	Sell	84,677 -1,186	-1%	-$216K	0.07%	269
2025 Q4	$15.1M	Sell	85,863 -21,952	-20%	-$3.85M	0.05%	253
2025 Q3	$19.2M	Buy	107,815 +15,210	+16%	+$2.68M	0.06%	177
2025 Q2	$16.2M	Hold	92,605	–	–	0.1%	156
2025 Q1	$16.1M	Hold	92,605	–	–	0.13%	117
2024 Q4	$15.3M	Buy	+92,605	New	+$15.8M	0.15%	91

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 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

IEQ Capital's LGLV Position: Q2 2026 in Review

IEQ Capital reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 82% in Q2 2026, selling an estimated $12.5M and leaving 15,210 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #682.

IEQ Capital first reported a position in LGLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.2M in Q3 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

IEQ Capital held 15,210 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.76M as of Q2 2026.
IEQ Capital sold 69,467 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $12.5M.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #682 holding.
IEQ Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
IEQ Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $19.2M in Q3 2025.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.