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

Wedbush Securities’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	$583K	Buy	3,276 +100	+3%	+$18.2K	0.02%	631
2025 Q4	$558K	Buy	3,176 +192	+6%	+$33.7K	0.02%	636
2025 Q3	$532K	Sell	2,984 -906	-23%	-$159K	0.02%	640
2025 Q2	$679K	Sell	3,890 -168	-4%	-$28.8K	0.02%	529
2025 Q1	$706K	Hold	4,058	–	–	0.03%	492
2024 Q4	$670K	Buy	4,058 +7	+0.2%	+$1.2K	0.02%	508
2024 Q3	$686K	Hold	4,051	–	–	0.03%	486
2024 Q2	$618K	Sell	4,051 -2,917	-42%	-$444K	0.02%	550
2024 Q1	$1.08M	Sell	6,968 -2,871	-29%	-$429K	0.04%	358
2023 Q4	$1.43M	Sell	9,839 -376	-4%	-$51.9K	0.06%	238
2023 Q3	$1.36M	Sell	10,215 -196	-2%	-$27.3K	0.07%	225
2023 Q2	$1.46M	Buy	10,411 +3,266	+46%	+$449K	0.07%	221
2023 Q1	$977K	Buy	+7,145	New	+$973K	0.05%	323

Other funds holding LGLV

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wedbush Securities's LGLV Position: Q1 2026 in Review

Wedbush Securities increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 3.1% in Q1 2026, buying an estimated $18.2K and bringing the position to 3,276 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #631.

Wedbush Securities first reported a position in LGLV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.46M in Q2 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Wedbush Securities held 3,276 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $583K as of Q1 2026.
Wedbush Securities bought 100 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $18.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #631 holding.
Wedbush Securities first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and has held it in 13 quarters since.
Wedbush Securities's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.46M in Q2 2023.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.