Rockefeller Capital Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Rockefeller Capital 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	$821K	Hold	4,608	–	–	﹤0.01%	1711
2025 Q4	$809K	Buy	4,608 +1	+0%	+$175	﹤0.01%	1646
2025 Q3	$821K	Buy	+4,607	New	+$811K	﹤0.01%	1517
2023 Q1	–	Sell	-1,683	Closed	-$228K	–	3053
2022 Q4	$228K	Buy	1,683 +1,110	+194%	+$148K	﹤0.01%	1601
2022 Q3	$70K	Hold	573	–	–	﹤0.01%	2184
2022 Q2	$75K	Hold	573	–	–	﹤0.01%	2093
2022 Q1	$82K	Hold	573	–	–	﹤0.01%	2076
2021 Q4	$86K	Hold	573	–	–	﹤0.01%	2003
2021 Q3	$76K	Hold	573	–	–	﹤0.01%	1979
2021 Q2	$76K	Buy	+573	New	+$75.8K	﹤0.01%	1909

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 $347M AUM 9.29% 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

Rockefeller Capital Management's LGLV Position: Q1 2026 in Review

Rockefeller Capital Management held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2026 at 4,608 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Rockefeller Capital Management first reported a position in LGLV in Q2 2021 and has held it in 10 quarters since. The position peaked at $821K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Rockefeller Capital Management held 4,608 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $821K as of Q1 2026.
Rockefeller Capital Management 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 Rockefeller Capital Management's portfolio in Q1 2026, its #1711 holding.
Rockefeller Capital Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2021 and has held it in 10 quarters since.
Rockefeller Capital Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $821K in Q3 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 Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.