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Raab & Moskowitz Asset Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Raab & Moskowitz Asset 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
Q1 		$574K Buy
3,225
+11
+0.3% +$2K 0.13% 121
2025
Q4 		$564K Buy
3,214
+1,489
+86% +$261K 0.12% 129
2025
Q3 		$307K Buy
+1,725
New +$304K 0.07% 166
2022
Q2 		– Sell
-1,422
Closed -$204K – 164
2022
Q1 		$204K Sell
1,422
-290
-17% -$40.6K 0.07% 161
2021
Q4 		$258K Buy
1,712
+208
+14% +$29.8K 0.08% 147
2021
Q3 		$201K Sell
1,504
-95
-6% -$13.1K 0.07% 160
2021
Q2 		$213K Sell
1,599
-52
-3% -$6.87K 0.08% 155
2021
Q1 		$206K Sell
1,651
-208
-11% -$25.2K 0.08% 149
2020
Q4 		$222K Sell
1,859
-12
-0.6% -$1.38K 0.09% 139
2020
Q3 		$202K Buy
+1,871
New +$201K 0.09% 133
2020
Q2 		– Sell
-2,281
Closed -$206K – 138
2020
Q1 		$206K Sell
2,281
-583
-20% -$63.7K 0.11% 132
2019
Q4 		$327K Hold
2,864
– – 0.13% 127
2019
Q3 		$319K Buy
2,864
+519
+22% +$57.2K 0.14% 128
2019
Q2 		$252K Hold
2,345
– – 0.11% 142
2019
Q1 		$235K Sell
2,345
-124
-5% -$11.9K 0.11% 144
2018
Q4 		$219K Buy
+2,469
New +$231K 0.11% 148

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

Raab & Moskowitz Asset Management's LGLV Position: Q1 2026 in Review

Raab & Moskowitz Asset Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.34% in Q1 2026, buying an estimated $2K and bringing the position to 3,225 shares worth $574K. The position accounts for 0.13% of the portfolio, ranked #121.

Raab & Moskowitz Asset Management first reported a position in LGLV in Q4 2018 and has held it in 16 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Raab & Moskowitz Asset Management held 3,225 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $574K as of Q1 2026.
  • Raab & Moskowitz Asset Management bought 11 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $2K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.13% of Raab & Moskowitz Asset Management's portfolio in Q1 2026, its #121 holding.
  • Raab & Moskowitz Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and has held it in 16 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 Raab & Moskowitz Asset Management's 13F filing for Q1 2026, filed 21 May 2026.