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Stonebridge Financial Group (Pennsylvania)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$246K Buy
1,358
+7
+0.5% +$1.26K 0.02% 245
2026
Q1 		$241K Buy
1,351
+7
+0.5% +$1.28K 0.02% 232
2025
Q4 		$236K Buy
1,344
+8
+0.6% +$1.4K 0.02% 227
2025
Q3 		$238K Buy
1,336
+6
+0.5% +$1.06K 0.02% 215
2025
Q2 		$232K Buy
+1,330
New +$228K 0.02% 221

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
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
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
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s LGLV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.52% in Q2 2026, buying an estimated $1.26K and bringing the position to 1,358 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #245.

Stonebridge Financial Group (Pennsylvania) first reported a position in LGLV in Q2 2025 and has held it in 5 quarters since. 153 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 1,358 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $246K as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) bought 7 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.26K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #245 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 5 quarters since.
  • 153 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.