Mercer Global Advisors
LGLV icon

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

Mercer Global Advisors’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 		$335K Sell
1,846
-22
-1% -$3.95K ﹤0.01% 2684
2026
Q1 		$333K Buy
1,868
+83
+5% +$15.1K ﹤0.01% 2329
2025
Q4 		$313K Sell
1,785
-149
-8% -$26.1K ﹤0.01% 2197
2025
Q3 		$345K Buy
1,934
+148
+8% +$26K ﹤0.01% 1995
2025
Q2 		$312K Sell
1,786
-100
-5% -$17.1K ﹤0.01% 1829
2025
Q1 		$328K Buy
1,886
+100
+6% +$17K ﹤0.01% 1712
2024
Q4 		$295K Sell
1,786
-110
-6% -$18.8K ﹤0.01% 1763
2024
Q3 		$322K Hold
1,896
– – ﹤0.01% 1583
2024
Q2 		$289K Buy
1,896
+1
+0.1% +$152 ﹤0.01% 1594
2024
Q1 		$295K Sell
1,895
-139
-7% -$20.8K ﹤0.01% 1569
2023
Q4 		$295K Sell
2,034
-824
-29% -$114K ﹤0.01% 1619
2023
Q3 		$382K Sell
2,858
-459
-14% -$64K ﹤0.01% 1390
2023
Q2 		$466K Buy
+3,317
New +$456K ﹤0.01% 1264
2023
Q1 		– Sell
-2,392
Closed -$324K – 2003
2022
Q4 		$324K Buy
2,392
+449
+23% +$59.8K ﹤0.01% 1464
2022
Q3 		$240K Buy
+1,943
New +$262K ﹤0.01% 1545
2021
Q2 		– Sell
-124
Closed -$16K – 1709
2021
Q1 		$16K Buy
+124
New +$15K ﹤0.01% 1610

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

Mercer Global Advisors's LGLV Position: Q2 2026 in Review

Mercer Global Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.2% in Q2 2026, selling an estimated $3.95K and leaving 1,846 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

Mercer Global Advisors first reported a position in LGLV in Q1 2021 and has held it in 16 quarters since. The position peaked at $466K in Q2 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Mercer Global Advisors held 1,846 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $335K as of Q2 2026.
  • Mercer Global Advisors sold 22 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $3.95K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2684 holding.
  • Mercer Global Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2021 and has held it in 16 quarters since.
  • Mercer Global Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $466K in Q2 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 Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.