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 Q2	$879K	Buy	4,844 +3	+0.1%	+$539	0.01%	1289
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

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

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

Integrated Wealth Concepts's LGLV Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.06% in Q2 2026, buying an estimated $539 and bringing the position to 4,844 shares worth $879K. The position accounts for 0.01% of the portfolio, ranked #1289.

Integrated Wealth Concepts first reported a position in LGLV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.72M in Q3 2022. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Integrated Wealth Concepts held 4,844 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $879K as of Q2 2026.
Integrated Wealth Concepts bought 3 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $539.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1289 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 23 quarters since.
Integrated Wealth Concepts's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.72M in Q3 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.