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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Jones Financial Companies's LGLV Position: Q1 2026 in Review

Jones Financial Companies increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 95% in Q1 2026, buying an estimated $491K and bringing the position to 5,525 shares worth $970K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Jones Financial Companies first reported a position in LGLV in Q2 2024 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Jones Financial Companies held 5,525 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $970K as of Q1 2026.
  • Jones Financial Companies bought 2,696 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $491K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1733 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 8 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.