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 Q3	$516K	Sell	2,961 -400	-12%	-$74K	0.01%	708
2026 Q2	$610K	Buy	3,361 +85	+3%	+$15.3K	0.02%	652
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

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $348M AUM 3.63% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.78B AUM 15.19% 1-Year Est. Return

Wedbush Securities's LGLV Position: Q3 2026 in Review

Wedbush Securities reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 12% in Q3 2026, selling an estimated $74K and leaving 2,961 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #708.

Wedbush Securities first reported a position in LGLV in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.46M in Q2 2023. 165 funds tracked by Wall St. Rank hold LGLV as of Q3 2026.

Wedbush Securities held 2,961 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $516K as of Q3 2026.
Wedbush Securities sold 400 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2026, an estimated $74K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #708 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 15 quarters since.
Wedbush Securities's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.46M in Q2 2023.
165 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.