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Newbridge Financial Services Group’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Newbridge Financial Services Group’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 		$54.5K Hold
306
– – 0.01% 407
2025
Q4 		$53.7K Hold
306
– – 0.01% 415
2025
Q3 		$54.5K Hold
306
– – 0.01% 496
2025
Q2 		$53.4K Hold
306
– – 0.01% 494
2025
Q1 		$53.3K Hold
306
– – 0.01% 359
2024
Q4 		$50.6K Hold
306
– – 0.01% 405
2024
Q3 		$51.8K Hold
306
– – 0.02% 251
2024
Q2 		$46.7K Buy
+306
New +$46.6K 0.02% 391

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

Newbridge Financial Services Group's LGLV Position: Q1 2026 in Review

Newbridge Financial Services Group held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 306 shares worth $54.5K. The position accounts for 0.01% of the portfolio, ranked #407.

Newbridge Financial Services Group first reported a position in LGLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $54.5K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Newbridge Financial Services Group held 306 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $54.5K as of Q1 2026.
  • Newbridge Financial Services Group left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #407 holding.
  • Newbridge Financial Services Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 8 quarters since.
  • Newbridge Financial Services Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $54.5K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.