Raymond James Financial
LGLV icon

Raymond James Financial’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Raymond James Financial’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 		$4.28M Buy
24,048
+12,103
+101% +$2.21M ﹤0.01% 2719
2025
Q4 		$2.1M Buy
11,945
+362
+3% +$63.5K ﹤0.01% 3235
2025
Q3 		$2.06M Sell
11,583
-19,924
-63% -$3.51M ﹤0.01% 3149
2025
Q2 		$5.5M Buy
31,507
+259
+0.8% +$44.3K ﹤0.01% 2312
2025
Q1 		$5.44M Buy
31,248
+17,380
+125% +$2.96M ﹤0.01% 2269
2024
Q4 		$2.29M Buy
+13,868
New +$2.37M ﹤0.01% 2866

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

Raymond James Financial's LGLV Position: Q1 2026 in Review

Raymond James Financial increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 101% in Q1 2026, buying an estimated $2.21M and bringing the position to 24,048 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2719.

Raymond James Financial first reported a position in LGLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.5M in Q2 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Raymond James Financial held 24,048 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $4.28M as of Q1 2026.
  • Raymond James Financial bought 12,103 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $2.21M.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2719 holding.
  • Raymond James Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $5.5M in Q2 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.