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

Matthew Hamilton Rosenberg’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	$11.6K	Hold	64	–	–	﹤0.01%	609
2026 Q1	$11.4K	Hold	64	–	–	﹤0.01%	599
2025 Q4	$11.2K	Sell	64 -33	-34%	-$5.79K	﹤0.01%	613
2025 Q3	$17.3K	Hold	97	–	–	﹤0.01%	568
2025 Q2	$16.9K	Sell	97 -21	-18%	-$3.6K	﹤0.01%	591
2025 Q1	$20.5K	Hold	118	–	–	0.01%	532
2024 Q4	$19.5K	Hold	118	–	–	0.01%	542
2024 Q3	$20K	Hold	118	–	–	0.01%	543
2024 Q2	$17.9K	Hold	118	–	–	0.01%	535
2024 Q1	$18.2K	Sell	118 -38	-24%	-$5.68K	0.01%	551
2023 Q4	$22.6K	Hold	156	–	–	0.01%	528
2023 Q3	$20.8K	Hold	156	–	–	0.01%	528
2023 Q2	$21.9K	Hold	156	–	–	0.01%	533
2023 Q1	$21.3K	Hold	156	–	–	0.01%	577
2022 Q4	$21.2K	Hold	156	–	–	0.01%	570
2022 Q3	$19K	Hold	156	–	–	0.01%	570
2022 Q2	$21K	Hold	156	–	–	0.01%	568
2022 Q1	$22K	Hold	156	–	–	0.01%	551
2021 Q4	$24K	Hold	156	–	–	0.01%	510
2021 Q3	$21K	Hold	156	–	–	0.01%	501
2021 Q2	$21K	Hold	156	–	–	0.01%	462
2021 Q1	$20K	Hold	156	–	–	0.01%	446
2020 Q4	$19K	Hold	156	–	–	0.01%	427
2020 Q3	$17K	Hold	156	–	–	0.01%	415
2020 Q2	$16K	Buy	+156	New	+$15.5K	0.01%	437

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 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

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

Matthew Hamilton Rosenberg's LGLV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 64 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Matthew Hamilton Rosenberg first reported a position in LGLV in Q2 2020 and has held it in 25 quarters since. The position peaked at $24K in Q4 2021. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Matthew Hamilton Rosenberg held 64 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $11.6K as of Q2 2026.
Matthew Hamilton Rosenberg left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #609 holding.
Matthew Hamilton Rosenberg first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $24K in Q4 2021.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.