RF
LGLV icon

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

Rossby 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
Q2 		$181 Sell
1
-478
-100% -$85.8K ﹤0.01% 2114
2026
Q1 		$85.6K Buy
+479
New +$87.3K 0.02% 584

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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Rossby Financial's LGLV Position: Q2 2026 in Review

Rossby Financial reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 100% in Q2 2026, selling an estimated $85.8K and leaving 1 share worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #2114.

Rossby Financial first reported a position in LGLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $85.6K in Q1 2026. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Rossby Financial held 1 share of State Street SPDR US Large Cap Low Volatility Index ETF worth $181 as of Q2 2026.
  • Rossby Financial sold 478 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $85.8K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #2114 holding.
  • Rossby Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2026 and has held it in 2 quarters since.
  • Rossby Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $85.6K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.