LGLV Stock - State Street SPDR US Large Cap Low Volatility Index ETF
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Financial Statements
LGLV joins the low-volatility fray offering a portfolio of the least volatile large-cap stocks in the US equity market. The fund differentiates itself from rival SPLV by drawing its holdings from the broader Russell 1000 Index and applying a volatility optimizer. LGLV aims for optimal low-volatility exposure by screening out other technical factors like momentum and beta while keeping turnover in check. Unlike other competitors, the fund comes with some sector biases and looks little like the broad large-cap market. The index is rebalanced quarterly. Note: On or about December 12, 2016, the underlying index changed to the SSGA US Large Cap Low Volatility Index. Prior to Oct. 31, 2025 the Issuer did not use the branding of State Street in the fund name and underlying index.
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