Northwestern Mutual Wealth Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Northwestern Mutual Wealth Management’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	$948K	Buy	5,223 +133	+3%	+$23.9K	﹤0.01%	1431
2026 Q1	$906K	Sell	5,090 -306	-6%	-$55.8K	﹤0.01%	1379
2025 Q4	$947K	Sell	5,396 -1,150	-18%	-$202K	﹤0.01%	1299
2025 Q3	$1.17M	Sell	6,546 -12	-0.2%	-$2.11K	﹤0.01%	1185
2025 Q2	$1.15M	Sell	6,558 -269	-4%	-$46.1K	﹤0.01%	1128
2025 Q1	$1.19M	Buy	6,827 +196	+3%	+$33.4K	﹤0.01%	1055
2024 Q4	$1.1M	Buy	6,631 +58	+0.9%	+$9.92K	﹤0.01%	1048
2024 Q3	$1.11M	Sell	6,573 -33	-0.5%	-$5.34K	﹤0.01%	1020
2024 Q2	$1.01M	Buy	6,606 +1	+0%	+$152	﹤0.01%	1014
2024 Q1	$1.03M	Sell	6,605 -147	-2%	-$22K	﹤0.01%	1004
2023 Q4	$979K	Sell	6,752 -79	-1%	-$10.9K	﹤0.01%	984
2023 Q3	$912K	Sell	6,831 -7,943	-54%	-$1.11M	﹤0.01%	979
2023 Q2	$2.08M	Buy	14,774 +7,399	+100%	+$1.02M	﹤0.01%	700
2023 Q1	$1.01M	Sell	7,375 -129	-2%	-$17.6K	﹤0.01%	895
2022 Q4	$1.02M	Buy	7,504 +4,749	+172%	+$632K	﹤0.01%	869
2022 Q3	$340K	Sell	2,755 -224	-8%	-$30.3K	﹤0.01%	1202
2022 Q2	$390K	Buy	2,979 +4	+0.1%	+$549	﹤0.01%	1149
2022 Q1	$428K	Buy	2,975 +67	+2%	+$9.39K	﹤0.01%	1141
2021 Q4	$438K	Sell	2,908 -192	-6%	-$27.5K	﹤0.01%	1134
2021 Q3	$414K	Sell	3,100 -36	-1%	-$4.98K	﹤0.01%	1067
2021 Q2	$418K	Sell	3,136 -353	-10%	-$46.7K	﹤0.01%	1046
2021 Q1	$437K	Sell	3,489 -1,265	-27%	-$153K	﹤0.01%	969
2020 Q4	$570K	Sell	4,754 -2,728	-36%	-$313K	﹤0.01%	793
2020 Q3	$811K	Buy	7,482 +1,777	+31%	+$191K	﹤0.01%	631
2020 Q2	$582K	Sell	5,705 -78,367	-93%	-$7.78M	﹤0.01%	667
2020 Q1	$7.62M	Buy	84,072 +39,183	+87%	+$4.28M	0.03%	210
2019 Q4	$5.13M	Buy	44,889 +2,029	+5%	+$227K	0.02%	265
2019 Q3	$4.78M	Buy	+42,860	New	+$4.72M	0.02%	260

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

Northwestern Mutual Wealth Management's LGLV Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.6% in Q2 2026, buying an estimated $23.9K and bringing the position to 5,223 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Northwestern Mutual Wealth Management first reported a position in LGLV in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.62M in Q1 2020. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Northwestern Mutual Wealth Management held 5,223 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $948K as of Q2 2026.
Northwestern Mutual Wealth Management bought 133 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $23.9K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1431 holding.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 28 quarters since.
Northwestern Mutual Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $7.62M in Q1 2020.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.