WIM
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Westside Investment Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Westside Investment Management’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 		– Sell
-84
Closed -$14.9K – 1511
2025
Q4 		$14.9K Hold
84
– – ﹤0.01% 971
2025
Q3 		$15.1K Buy
+84
New +$14.8K ﹤0.01% 986

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 $3.75B AUM 28.61% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Westside Investment Management's LGLV Position: Q1 2026 in Review

Westside Investment Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q1 2026, closing a stake of 84 shares — an estimated $14.9K sold.

Westside Investment Management first reported a position in LGLV in Q3 2025 and held it in 2 quarters. The position peaked at $15.1K in Q3 2025. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Westside Investment Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q1 2026 after selling out during the quarter.
  • Westside Investment Management sold 84 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $14.9K.
  • Westside Investment Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2025 and held it in 2 quarters.
  • Westside Investment Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $15.1K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.