Stifel Financial
LGLV icon

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

Stifel 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 		$231K Sell
1,299
-312
-19% -$56.9K ﹤0.01% 3337
2025
Q4 		$283K Buy
1,611
+127
+9% +$22.3K ﹤0.01% 3191
2025
Q3 		$264K Buy
1,484
+42
+3% +$7.39K ﹤0.01% 3191
2025
Q2 		$252K Sell
1,442
-2,846
-66% -$487K ﹤0.01% 3141
2025
Q1 		$746K Buy
4,288
+69
+2% +$11.8K ﹤0.01% 2418
2024
Q4 		$697K Buy
4,219
+125
+3% +$21.4K ﹤0.01% 2483
2024
Q3 		$693K Buy
4,094
+992
+32% +$161K ﹤0.01% 2470
2024
Q2 		$473K Sell
3,102
-1,753
-36% -$267K ﹤0.01% 2654
2024
Q1 		$756K Buy
4,855
+961
+25% +$144K ﹤0.01% 2372
2023
Q4 		$565K Buy
3,894
+296
+8% +$40.9K ﹤0.01% 2497
2023
Q3 		$480K Buy
3,598
+365
+11% +$50.9K ﹤0.01% 2512
2023
Q2 		$455K Buy
3,233
+1,612
+99% +$222K ﹤0.01% 2576
2023
Q1 		$222K Buy
+1,621
New +$221K ﹤0.01% 2992
2019
Q4 		– Sell
-3,201
Closed -$356K – 3053
2019
Q3 		$356K Buy
3,201
+262
+9% +$28.9K ﹤0.01% 2354
2019
Q2 		$318K Buy
+2,939
New +$306K ﹤0.01% 2467

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

Stifel Financial's LGLV Position: Q1 2026 in Review

Stifel Financial reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 19% in Q1 2026, selling an estimated $56.9K and leaving 1,299 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Stifel Financial first reported a position in LGLV in Q2 2019 and has held it in 15 quarters since. The position peaked at $756K in Q1 2024. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Stifel Financial held 1,299 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $231K as of Q1 2026.
  • Stifel Financial sold 312 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $56.9K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3337 holding.
  • Stifel Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2019 and has held it in 15 quarters since.
  • Stifel Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $756K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.