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LGLV icon

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

Insight Advisors’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 		$499K Sell
2,801
-11
-0.4% -$2K 0.09% 139
2025
Q4 		$494K Buy
2,812
+15
+0.5% +$2.63K 0.07% 160
2025
Q3 		$498K Buy
2,797
+57
+2% +$10K 0.08% 158
2025
Q2 		$479K Sell
2,740
-219
-7% -$37.5K 0.08% 159
2025
Q1 		$515K Sell
2,959
-895
-23% -$153K 0.09% 141
2024
Q4 		$636K Sell
3,854
-105
-3% -$18K 0.11% 123
2024
Q3 		$670K Sell
3,959
-6
-0.2% -$971 0.12% 124
2024
Q2 		$605K Buy
3,965
+83
+2% +$12.6K 0.11% 129
2024
Q1 		$605K Buy
3,882
+269
+7% +$40.2K 0.12% 134
2023
Q4 		$524K Sell
3,613
-38
-1% -$5.25K 0.11% 136
2023
Q3 		$488K Sell
3,651
-11
-0.3% -$1.53K 0.11% 143
2023
Q2 		$515K Sell
3,662
-29
-0.8% -$3.99K 0.12% 133
2023
Q1 		$505K Buy
3,691
+81
+2% +$11K 0.12% 138
2022
Q4 		$490K Sell
3,610
-206
-5% -$27.4K 0.17% 159
2022
Q3 		$471K Buy
3,816
+408
+12% +$55.1K 0.19% 140
2022
Q2 		$471K Sell
3,408
-163
-5% -$22.4K 0.16% 161
2022
Q1 		$513K Buy
3,571
+590
+20% +$82.7K 0.15% 170
2021
Q4 		$449K Buy
2,981
+27
+0.9% +$3.87K 0.13% 186
2021
Q3 		$424K Buy
2,954
+703
+31% +$97.2K 0.13% 198
2021
Q2 		$311K Buy
+2,251
New +$298K 0.1% 242

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

Insight Advisors's LGLV Position: Q1 2026 in Review

Insight Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.39% in Q1 2026, selling an estimated $2K and leaving 2,801 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #139.

Insight Advisors first reported a position in LGLV in Q2 2021 and has held it in 20 quarters since. The position peaked at $670K in Q3 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Insight Advisors held 2,801 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $499K as of Q1 2026.
  • Insight Advisors sold 11 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $2K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.09% of Insight Advisors's portfolio in Q1 2026, its #139 holding.
  • Insight Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2021 and has held it in 20 quarters since.
  • Insight Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $670K in Q3 2024.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.