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

MML Investors Services’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	$691K	Buy	3,806 +1,210	+47%	+$217K	﹤0.01%	2247
2026 Q1	$462K	Sell	2,596 -591	-19%	-$108K	﹤0.01%	2279
2025 Q4	$560K	Buy	3,187 +331	+12%	+$58.1K	﹤0.01%	2186
2025 Q3	$509K	Sell	2,856 -27	-0.9%	-$4.75K	﹤0.01%	2162
2025 Q2	$503K	Buy	2,883 +504	+21%	+$86.3K	﹤0.01%	2088
2025 Q1	$414K	Buy	2,379 +106	+5%	+$18.1K	﹤0.01%	2110
2024 Q4	$376K	Sell	2,273 -58	-2%	-$9.92K	﹤0.01%	2116
2024 Q3	$395K	Sell	2,331 -1,025	-31%	-$166K	﹤0.01%	2008
2024 Q2	$512K	Buy	3,356 +679	+25%	+$103K	﹤0.01%	1775
2024 Q1	$417K	Buy	2,677 +952	+55%	+$142K	﹤0.01%	1904
2023 Q4	$250K	Sell	1,725 -90	-5%	-$12.4K	﹤0.01%	2164
2023 Q3	$242K	Sell	1,815 -19,924	-92%	-$2.78M	﹤0.01%	2046
2023 Q2	$3.06M	Buy	21,739 +2,717	+14%	+$374K	0.02%	723
2023 Q1	$2.6M	Buy	19,022 +342	+2%	+$46.6K	0.02%	675
2022 Q4	$2.53M	Buy	+18,680	New	+$2.49M	0.02%	729
2022 Q3	–	Sell	-2,000	Closed	-$262K	–	2120
2022 Q2	$262K	Sell	2,000 -265	-12%	-$36.3K	﹤0.01%	1750
2022 Q1	$325K	Sell	2,265 -161	-7%	-$22.6K	﹤0.01%	1680
2021 Q4	$365K	Sell	2,426 -383	-14%	-$54.9K	﹤0.01%	1580
2021 Q3	$375K	Sell	2,809 -4,205	-60%	-$581K	﹤0.01%	1520
2021 Q2	$934K	Sell	7,014 -1,136	-14%	-$150K	0.01%	1029
2021 Q1	$1.02M	Buy	8,150 +3,380	+71%	+$409K	0.01%	913
2020 Q4	$572K	Sell	4,770 -781	-14%	-$89.7K	0.01%	1094
2020 Q3	$602K	Sell	5,551 -4,227	-43%	-$455K	0.01%	960
2020 Q2	$998K	Sell	9,778 -25,166	-72%	-$2.5M	0.01%	713
2020 Q1	$3.17M	Buy	34,944 +3,500	+11%	+$382K	0.05%	302
2019 Q4	$3.59M	Buy	31,444 +8,785	+39%	+$983K	0.05%	323
2019 Q3	$2.53M	Buy	+22,659	New	+$2.5M	0.04%	375

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

MML Investors Services's LGLV Position: Q2 2026 in Review

MML Investors Services increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 47% in Q2 2026, buying an estimated $217K and bringing the position to 3,806 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

MML Investors Services first reported a position in LGLV in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.59M in Q4 2019. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

MML Investors Services held 3,806 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $691K as of Q2 2026.
MML Investors Services bought 1,210 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $217K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2247 holding.
MML Investors Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 27 quarters since.
MML Investors Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.59M in Q4 2019.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.