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Integrated Wealth Concepts’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Integrated Wealth Concepts’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 		$862K Buy
4,841
+816
+20% +$149K 0.01% 1206
2025
Q4 		$707K Sell
4,025
-775
-16% -$136K 0.01% 931
2025
Q3 		$855K Buy
4,800
+4
+0.1% +$704 0.01% 1072
2025
Q2 		$837K Buy
4,796
+47
+1% +$8.05K 0.01% 1020
2025
Q1 		$826K Buy
4,749
+4
+0.1% +$682 0.01% 907
2024
Q4 		$784K Sell
4,745
-14
-0.3% -$2.39K 0.01% 928
2024
Q3 		$805K Buy
4,759
+3
+0.1% +$486 0.01% 889
2024
Q2 		$726K Buy
4,756
+5
+0.1% +$761 0.01% 893
2024
Q1 		$740K Buy
4,751
+2
+0% +$299 0.01% 886
2023
Q4 		$689K Buy
4,749
+23
+0.5% +$3.18K 0.01% 872
2023
Q3 		$631K Sell
4,726
-45
-0.9% -$6.28K 0.01% 883
2023
Q2 		$671K Sell
4,771
-249
-5% -$34.3K 0.01% 849
2023
Q1 		$687K Sell
5,020
-9,782
-66% -$1.33M 0.01% 746
2022
Q4 		$2.01M Sell
14,802
-7,250
-33% -$965K 0.05% 316
2022
Q3 		$2.72M Buy
22,052
+7,951
+56% +$1.07M 0.09% 218
2022
Q2 		$1.85M Buy
14,101
+177
+1% +$24.3K 0.06% 296
2022
Q1 		$2M Buy
13,924
+1,685
+14% +$236K 0.06% 261
2021
Q4 		$1.84M Buy
12,239
+556
+5% +$79.7K 0.05% 276
2021
Q3 		$1.56M Buy
11,683
+947
+9% +$131K 0.05% 288
2021
Q2 		$1.43M Buy
10,736
+2,211
+26% +$292K 0.05% 278
2021
Q1 		$1.07M Buy
8,525
+2,430
+40% +$294K 0.04% 279
2020
Q4 		$731K Buy
+6,095
New +$700K 0.03% 314

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

Integrated Wealth Concepts's LGLV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 20% in Q1 2026, buying an estimated $149K and bringing the position to 4,841 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #1206.

Integrated Wealth Concepts first reported a position in LGLV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.72M in Q3 2022. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Integrated Wealth Concepts held 4,841 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $862K as of Q1 2026.
  • Integrated Wealth Concepts bought 816 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $149K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1206 holding.
  • Integrated Wealth Concepts first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2020 and has held it in 22 quarters since.
  • Integrated Wealth Concepts's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.72M in Q3 2022.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.