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

Steward Partners Investment Advisory’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 		$220K Sell
1,212
-35
-3% -$6.29K ﹤0.01% 2178
2026
Q1 		$222K Sell
1,247
-200
-14% -$36.5K ﹤0.01% 1960
2025
Q4 		$254K Sell
1,447
-54
-4% -$9.47K ﹤0.01% 1798
2025
Q3 		$267K Hold
1,501
– – ﹤0.01% 1711
2025
Q2 		$262K Sell
1,501
-50
-3% -$8.56K ﹤0.01% 1625
2025
Q1 		$270K Sell
1,551
-329
-18% -$56.1K ﹤0.01% 1501
2024
Q4 		$311K Buy
1,880
+77
+4% +$13.2K ﹤0.01% 1392
2024
Q3 		$305K Hold
1,803
– – ﹤0.01% 1325
2024
Q2 		$275K Sell
1,803
-52
-3% -$7.92K ﹤0.01% 1309
2024
Q1 		$289K Sell
1,855
-172
-8% -$25.7K ﹤0.01% 1276
2023
Q4 		$294K Sell
2,027
-74
-4% -$10.2K ﹤0.01% 1226
2023
Q3 		$281K Buy
2,101
+52
+3% +$7.25K ﹤0.01% 1144
2023
Q2 		$288K Hold
2,049
– – ﹤0.01% 1140
2023
Q1 		$280K Sell
2,049
-88
-4% -$12K ﹤0.01% 1136
2022
Q4 		$290K Buy
2,137
+100
+5% +$13.3K ﹤0.01% 1089
2022
Q3 		$251K Buy
2,037
+13
+0.6% +$1.76K ﹤0.01% 1108
2022
Q2 		$265K Buy
2,024
+19
+0.9% +$2.61K ﹤0.01% 1087
2022
Q1 		$288K Sell
2,005
-86
-4% -$12K ﹤0.01% 1155
2021
Q4 		$315K Sell
2,091
-39
-2% -$5.59K ﹤0.01% 1117
2021
Q3 		$284K Sell
2,130
-464
-18% -$64.1K ﹤0.01% 1122
2021
Q2 		$345K Buy
2,594
+810
+45% +$107K 0.01% 1109
2021
Q1 		$224K Hold
1,784
– – ﹤0.01% 1245
2020
Q4 		$214K Hold
1,784
– – ﹤0.01% 1043
2020
Q3 		$193K Sell
1,784
-50
-3% -$5.38K ﹤0.01% 958
2020
Q2 		$187K Sell
1,834
-50
-3% -$4.96K 0.01% 902
2020
Q1 		$170K Sell
1,884
-21,048
-92% -$2.3M 0.01% 839
2019
Q4 		$2.62M Buy
22,932
+1,131
+5% +$127K 0.08% 257
2019
Q3 		$2.43M Sell
21,801
-1,100
-5% -$121K 0.08% 247
2019
Q2 		$2.47M Buy
22,901
+4,215
+23% +$439K 0.09% 227
2019
Q1 		$1.88M Buy
18,686
+15,112
+423% +$1.45M 0.08% 245
2018
Q4 		$318K Buy
3,574
+770
+27% +$71.9K 0.02% 591
2018
Q3 		$272K Buy
2,804
+970
+53% +$92.4K 0.01% 645
2018
Q2 		$165K Buy
1,834
+1,207
+193% +$109K 0.01% 703
2018
Q1 		$56K Buy
+627
New +$57.1K ﹤0.01% 966

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

Steward Partners Investment Advisory's LGLV Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.8% in Q2 2026, selling an estimated $6.29K and leaving 1,212 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2178.

Steward Partners Investment Advisory first reported a position in LGLV in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.62M in Q4 2019. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Steward Partners Investment Advisory held 1,212 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $220K as of Q2 2026.
  • Steward Partners Investment Advisory sold 35 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $6.29K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2178 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2018 and has held it in 34 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.62M in Q4 2019.
  • 185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.