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

UBS Group’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	$3.07M	Sell	16,895 -1,272	-7%	-$228K	﹤0.01%	4678
2026 Q1	$3.24M	Buy	18,167 +1,546	+9%	+$282K	﹤0.01%	4514
2025 Q4	$2.92M	Sell	16,621 -419	-2%	-$73.5K	﹤0.01%	4595
2025 Q3	$3.04M	Buy	17,040 +3,476	+26%	+$612K	﹤0.01%	4545
2025 Q2	$2.37M	Buy	13,564 +1,033	+8%	+$177K	﹤0.01%	4645
2025 Q1	$2.18M	Sell	12,531 -162	-1%	-$27.6K	﹤0.01%	4628
2024 Q4	$2.1M	Sell	12,693 -608	-5%	-$104K	﹤0.01%	4674
2024 Q3	$2.25M	Sell	13,301 -1,222	-8%	-$198K	﹤0.01%	3873
2024 Q2	$2.22M	Buy	14,523 +1,852	+15%	+$282K	﹤0.01%	3675
2024 Q1	$1.97M	Sell	12,671 -211	-2%	-$31.5K	﹤0.01%	3979
2023 Q4	$1.87M	Buy	12,882 +874	+7%	+$121K	﹤0.01%	3895
2023 Q3	$1.6M	Sell	12,008 -3,180	-21%	-$443K	﹤0.01%	3665
2023 Q2	$2.14M	Buy	15,188 +531	+4%	+$73.1K	﹤0.01%	3462
2023 Q1	$2.01M	Sell	14,657 -3,154	-18%	-$430K	﹤0.01%	3428
2022 Q4	$2.42M	Buy	17,811 +4,866	+38%	+$648K	﹤0.01%	3210
2022 Q3	$1.6M	Sell	12,945 -198	-2%	-$26.7K	﹤0.01%	3357
2022 Q2	$1.72M	Buy	13,143 +3,884	+42%	+$533K	﹤0.01%	3278
2022 Q1	$1.33M	Buy	9,259 +364	+4%	+$51K	﹤0.01%	3824
2021 Q4	$1.34M	Buy	8,895 +569	+7%	+$81.5K	﹤0.01%	4128
2021 Q3	$1.11M	Sell	8,326 -27	-0.3%	-$3.73K	﹤0.01%	4108
2021 Q2	$1.11M	Buy	8,353 +143	+2%	+$18.9K	﹤0.01%	4093
2021 Q1	$1.03M	Sell	8,210 -66	-0.8%	-$8K	﹤0.01%	4214
2020 Q4	$993K	Sell	8,276 -90	-1%	-$10.3K	﹤0.01%	4036
2020 Q3	$907K	Buy	8,366 +128	+2%	+$13.8K	﹤0.01%	3712
2020 Q2	$841K	Sell	8,238 -12,378	-60%	-$1.23M	﹤0.01%	3659
2020 Q1	$1.87M	Buy	20,616 +3,735	+22%	+$408K	﹤0.01%	2825
2019 Q4	$1.93M	Sell	16,881 -2,121	-11%	-$237K	﹤0.01%	3578
2019 Q3	$2.12M	Buy	19,002 +4,029	+27%	+$444K	﹤0.01%	3232
2019 Q2	$1.61M	Buy	14,973 +9,973	+199%	+$1.04M	﹤0.01%	3344
2019 Q1	$502K	Sell	5,000 -1,123	-18%	-$108K	﹤0.01%	4065
2018 Q4	$545K	Buy	6,123 +3,473	+131%	+$325K	﹤0.01%	4194
2018 Q3	$257K	Buy	2,650 +486	+22%	+$46.3K	﹤0.01%	4870
2018 Q2	$195K	Buy	2,164 +64	+3%	+$5.76K	﹤0.01%	4960
2018 Q1	$189K	Hold	2,100	–	–	﹤0.01%	4819
2017 Q4	$190K	Hold	2,100	–	–	﹤0.01%	4938
2017 Q3	$186K	Hold	2,100	–	–	﹤0.01%	4890
2017 Q2	$182K	Hold	2,100	–	–	﹤0.01%	4800
2017 Q1	$178K	Hold	2,100	–	–	﹤0.01%	4714
2016 Q4	$169K	Hold	2,100	–	–	﹤0.01%	4919
2016 Q3	$167K	Buy	+2,100	New	+$170K	﹤0.01%	4669

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group's LGLV Position: Q2 2026 in Review

UBS Group reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 7% in Q2 2026, selling an estimated $228K and leaving 16,895 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #4678.

UBS Group first reported a position in LGLV in Q3 2016 and has held it in 40 quarters since. The position peaked at $3.24M in Q1 2026. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

UBS Group held 16,895 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $3.07M as of Q2 2026.
UBS Group sold 1,272 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $228K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4678 holding.
UBS Group first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2016 and has held it in 40 quarters since.
UBS Group's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.24M 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 UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.