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

NewEdge 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 Q1	$111K	Hold	626	–	–	﹤0.01%	2727
2025 Q4	$110K	Sell	626 -18	-3%	-$3.16K	﹤0.01%	2738
2025 Q3	$115K	Sell	644 -23	-3%	-$4.05K	﹤0.01%	2560
2025 Q2	$116K	Sell	667 -2,224	-77%	-$381K	﹤0.01%	2376
2025 Q1	$503K	Buy	2,891 +2,225	+334%	+$379K	﹤0.01%	1579
2024 Q4	$110K	Hold	666	–	–	﹤0.01%	2246
2024 Q3	$113K	Hold	666	–	–	﹤0.01%	2154
2024 Q2	$102K	Hold	666	–	–	﹤0.01%	2113
2024 Q1	$104K	Hold	666	–	–	﹤0.01%	2054
2023 Q4	$96.6K	Buy	666 +10	+2%	+$1.38K	﹤0.01%	1962
2023 Q3	$87.6K	Hold	656	–	–	﹤0.01%	1885
2023 Q2	$92.2K	Hold	656	–	–	﹤0.01%	1873
2023 Q1	$89.7K	Sell	656 -1,409	-68%	-$192K	﹤0.01%	1781
2022 Q4	$195K	Buy	+2,065	New	+$275K	0.01%	1198
2020 Q1	–	Sell	-2,678	Closed	-$305K	–	852
2019 Q4	$305K	Buy	2,678 +429	+19%	+$48K	0.01%	654
2019 Q3	$251K	Buy	+2,249	New	+$248K	0.01%	688

Other funds holding LGLV

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's LGLV Position: Q1 2026 in Review

NewEdge Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 626 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2727.

NewEdge Advisors first reported a position in LGLV in Q3 2019 and has held it in 16 quarters since. The position peaked at $503K in Q1 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

NewEdge Advisors held 626 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $111K as of Q1 2026.
NewEdge Advisors 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 NewEdge Advisors's portfolio in Q1 2026, its #2727 holding.
NewEdge Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 16 quarters since.
NewEdge Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $503K in Q1 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.