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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
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

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

IEQ Capital's LGLV Position: Q1 2026 in Review

IEQ Capital reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.4% in Q1 2026, selling an estimated $216K and leaving 84,677 shares worth $15.1M. The position accounts for 0.07% of the portfolio, ranked #269.

IEQ Capital first reported a position in LGLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.2M in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • IEQ Capital held 84,677 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $15.1M as of Q1 2026.
  • IEQ Capital sold 1,186 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $216K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.07% of IEQ Capital's portfolio in Q1 2026, its #269 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 6 quarters since.
  • IEQ Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $19.2M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.