Jones Financial Companies
LGLV icon

Jones Financial Companies’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Jones Financial Companies’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 		$979K Sell
5,367
-158
-3% -$28.4K ﹤0.01% 1909
2026
Q1 		$970K Buy
5,525
+2,696
+95% +$491K ﹤0.01% 1733
2025
Q4 		$497K Buy
2,829
+358
+14% +$62.8K ﹤0.01% 1518
2025
Q3 		$437K Buy
2,471
+62
+3% +$10.9K ﹤0.01% 1452
2025
Q2 		$418K Buy
2,409
+739
+44% +$127K ﹤0.01% 1341
2025
Q1 		$287K Buy
1,670
+620
+59% +$106K ﹤0.01% 1348
2024
Q4 		$174K Buy
1,050
+410
+64% +$70.1K ﹤0.01% 1417
2024
Q3 		$108K Buy
640
+431
+206% +$69.8K ﹤0.01% 1368
2024
Q2 		$31.9K Buy
+209
New +$31.8K ﹤0.01% 1401

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Jones Financial Companies's LGLV Position: Q2 2026 in Review

Jones Financial Companies reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.9% in Q2 2026, selling an estimated $28.4K and leaving 5,367 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Jones Financial Companies first reported a position in LGLV in Q2 2024 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Jones Financial Companies held 5,367 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $979K as of Q2 2026.
  • Jones Financial Companies sold 158 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $28.4K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1909 holding.
  • Jones Financial Companies first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 9 quarters since.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.