MML Investors Services
LGLV icon

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
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

Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services's LGLV Position: Q1 2026 in Review

MML Investors Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 19% in Q1 2026, selling an estimated $108K and leaving 2,596 shares worth $462K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

MML Investors Services first reported a position in LGLV in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.59M in Q4 2019. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • MML Investors Services held 2,596 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $462K as of Q1 2026.
  • MML Investors Services sold 591 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $108K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2279 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 26 quarters since.
  • MML Investors Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.59M in Q4 2019.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.