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

LPL Financial’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	$33M	Sell	182,070 -4,267	-2%	-$766K	0.01%	1250
2026 Q1	$33.2M	Buy	186,337 +2,376	+1%	+$433K	0.01%	1124
2025 Q4	$32.3M	Buy	183,961 +676	+0.4%	+$119K	0.01%	1099
2025 Q3	$32.7M	Sell	183,285 -11,924	-6%	-$2.1M	0.01%	1057
2025 Q2	$34.1M	Buy	195,209 +26,093	+15%	+$4.47M	0.01%	953
2025 Q1	$29.4M	Buy	169,116 +34,284	+25%	+$5.84M	0.01%	929
2024 Q4	$22.3M	Sell	134,832 -33,741	-20%	-$5.77M	0.01%	1024
2024 Q3	$28.5M	Buy	168,573 +3,484	+2%	+$564K	0.01%	862
2024 Q2	$25.2M	Sell	165,089 -17,055	-9%	-$2.6M	0.01%	854
2024 Q1	$28.4M	Sell	182,144 -53,487	-23%	-$8M	0.02%	789
2023 Q4	$34.2M	Sell	235,631 -113,427	-32%	-$15.7M	0.02%	642
2023 Q3	$46.6M	Buy	349,058 +45,291	+15%	+$6.32M	0.03%	476
2023 Q2	$42.7M	Buy	303,767 +77,123	+34%	+$10.6M	0.03%	489
2023 Q1	$31M	Buy	226,644 +19,995	+10%	+$2.72M	0.02%	571
2022 Q4	$28M	Buy	206,649 +22,457	+12%	+$2.99M	0.02%	578
2022 Q3	$22.7M	Sell	184,192 -1,762	-0.9%	-$238K	0.02%	595
2022 Q2	$24.4M	Buy	185,954 +19,834	+12%	+$2.72M	0.02%	572
2022 Q1	$23.9M	Sell	166,120 -19,580	-11%	-$2.74M	0.02%	602
2021 Q4	$28M	Buy	185,700 +43,777	+31%	+$6.27M	0.02%	548
2021 Q3	$18.9M	Buy	141,923 +29,754	+27%	+$4.11M	0.02%	650
2021 Q2	$14.9M	Buy	112,169 +68,215	+155%	+$9.02M	0.02%	712
2021 Q1	$5.51M	Sell	43,954 -13,628	-24%	-$1.65M	0.01%	1162
2020 Q4	$6.91M	Sell	57,582 -25,350	-31%	-$2.91M	0.01%	936
2020 Q3	$8.99M	Sell	82,932 -96,746	-54%	-$10.4M	0.01%	692
2020 Q2	$18.3M	Sell	179,678 -31,028	-15%	-$3.08M	0.03%	397
2020 Q1	$19.1M	Buy	210,706 +18,743	+10%	+$2.05M	0.04%	326
2019 Q4	$21.9M	Buy	191,963 +169,170	+742%	+$18.9M	0.04%	340
2019 Q3	$2.54M	Buy	22,793 +8,657	+61%	+$954K	0.01%	1114
2019 Q2	$1.52M	Buy	14,136 +3,133	+28%	+$326K	﹤0.01%	1422
2019 Q1	$1.1M	Buy	11,003 +1,405	+15%	+$135K	﹤0.01%	1595
2018 Q4	$855K	Sell	9,598 -133	-1%	-$12.4K	﹤0.01%	1651
2018 Q3	$945K	Buy	9,731 +1,057	+12%	+$101K	﹤0.01%	1710
2018 Q2	$782K	Sell	8,674 -1,360	-14%	-$122K	﹤0.01%	1811
2018 Q1	$904K	Sell	10,034 -200	-2%	-$18.2K	﹤0.01%	1685
2017 Q4	$927K	Buy	10,234 +2	+0%	+$182	﹤0.01%	1572
2017 Q3	$908K	Buy	10,232 +165	+2%	+$14.4K	﹤0.01%	1515
2017 Q2	$871K	Buy	10,067 +2,529	+34%	+$217K	﹤0.01%	1462
2017 Q1	$634K	Buy	7,538 +2,969	+65%	+$247K	﹤0.01%	1591
2016 Q4	$367K	Buy	+4,569	New	+$361K	﹤0.01%	2008

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

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

BWFA

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

LPL Financial's LGLV Position: Q2 2026 in Review

LPL Financial reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.3% in Q2 2026, selling an estimated $766K and leaving 182,070 shares worth $33M. The position accounts for 0.01% of the portfolio, ranked #1250.

LPL Financial first reported a position in LGLV in Q4 2016 and has held it in 39 quarters since. The position peaked at $46.6M in Q3 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

LPL Financial held 182,070 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $33M as of Q2 2026.
LPL Financial sold 4,267 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $766K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1250 holding.
LPL Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2016 and has held it in 39 quarters since.
LPL Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $46.6M in Q3 2023.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.