P
LGLV icon

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

&Partners’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 		$409K Buy
2,294
+138
+6% +$25.2K ﹤0.01% 1810
2025
Q4 		$379K Buy
2,156
+1
+0% +$175 ﹤0.01% 1776
2025
Q3 		$384K Buy
2,155
+1
+0% +$176 ﹤0.01% 1614
2025
Q2 		$376K Buy
2,154
+10
+0.5% +$1.71K ﹤0.01% 1495
2025
Q1 		$369K Buy
2,144
+1
+0% +$170 ﹤0.01% 1302
2024
Q4 		$355K Buy
2,143
+141
+7% +$24.1K ﹤0.01% 1248
2024
Q3 		$339K Buy
+2,002
New +$324K 0.01% 1046

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 $347M AUM 9.29% 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

&Partners's LGLV Position: Q1 2026 in Review

&Partners increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 6.4% in Q1 2026, buying an estimated $25.2K and bringing the position to 2,294 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

&Partners first reported a position in LGLV in Q3 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • &Partners held 2,294 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $409K as of Q1 2026.
  • &Partners bought 138 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $25.2K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1810 holding.
  • &Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2024 and has held it in 7 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.