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

Mariner’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	$1.84M	Sell	10,325 -1,071	-9%	-$195K	﹤0.01%	1566
2025 Q4	$2M	Buy	11,396 +1,736	+18%	+$305K	﹤0.01%	1504
2025 Q3	$1.72M	Sell	9,660 -429	-4%	-$75.5K	﹤0.01%	1528
2025 Q2	$1.76M	Buy	10,089 +1,644	+19%	+$281K	﹤0.01%	1421
2025 Q1	$1.47M	Buy	8,445 +292	+4%	+$49.8K	﹤0.01%	1413
2024 Q4	$1.35M	Buy	8,153 +2,097	+35%	+$359K	﹤0.01%	1451
2024 Q3	$1.02M	Buy	6,056 +393	+7%	+$63.6K	﹤0.01%	1580
2024 Q2	$864K	Sell	5,663 -213	-4%	-$32.4K	﹤0.01%	1619
2024 Q1	$915K	Sell	5,876 -6,783	-54%	-$1.01M	﹤0.01%	1563
2023 Q4	$1.84M	Sell	12,659 -3,665	-22%	-$506K	﹤0.01%	1093
2023 Q3	$2.18M	Buy	16,324 +11,086	+212%	+$1.55M	0.01%	932
2023 Q2	$737K	Sell	5,238 -83	-2%	-$11.4K	﹤0.01%	1480
2023 Q1	$728K	Hold	5,321	–	–	﹤0.01%	1454
2022 Q4	$722K	Buy	5,321 +2,973	+127%	+$396K	﹤0.01%	1412
2022 Q3	$290K	Buy	+2,348	New	+$317K	﹤0.01%	1794

Other funds holding LGLV

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mariner's LGLV Position: Q1 2026 in Review

Mariner reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 9.4% in Q1 2026, selling an estimated $195K and leaving 10,325 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1566.

Mariner first reported a position in LGLV in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.18M in Q3 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Mariner held 10,325 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.84M as of Q1 2026.
Mariner sold 1,071 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $195K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1566 holding.
Mariner first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2022 and has held it in 15 quarters since.
Mariner's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.18M in Q3 2023.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.