William Blair & Company’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

William Blair & Company’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
2025 Q4	–	Sell	-147	Closed	-$26.2K	–	1910
2025 Q3	$26.2K	Sell	147 -176	-54%	-$31K	﹤0.01%	1698
2025 Q2	$56.4K	Buy	+323	New	+$55.3K	﹤0.01%	1598
2022 Q4	–	Sell	-114	Closed	-$14K	–	1854
2022 Q3	$14K	Hold	114	–	–	﹤0.01%	1724
2022 Q2	$15K	Buy	+114	New	+$15.6K	﹤0.01%	1749

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 $3.75B AUM 28.61% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

William Blair & Company's LGLV Position: Q4 2025 in Review

William Blair & Company sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 147 shares — an estimated $26.2K sold.

William Blair & Company first reported a position in LGLV in Q2 2022 and held it in 4 quarters. The position peaked at $56.4K in Q2 2025. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

William Blair & Company reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
William Blair & Company sold 147 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $26.2K.
William Blair & Company first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2022 and held it in 4 quarters.
William Blair & Company's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $56.4K in Q2 2025.
179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on William Blair & Company's 13F filing for Q4 2025, filed 17 Feb 2026.