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

Abound Financial’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 Q2	$780K	Sell	4,299 -29	-0.7%	-$5.21K	0.31%	30
2026 Q1	$771K	Sell	4,328 -59	-1%	-$10.8K	0.34%	30
2025 Q4	$770K	Buy	4,387 +1	+0%	+$175	0.3%	30
2025 Q3	$781K	Sell	4,386 -172	-4%	-$30.3K	0.31%	33
2025 Q2	$796K	Sell	4,558 -105	-2%	-$18K	0.35%	31
2025 Q1	$812K	Buy	4,663 +1	+0%	+$170	0.41%	32
2024 Q4	$770K	Buy	+4,662	New	+$797K	0.39%	34

Other funds holding LGLV

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Abound Financial's LGLV Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 0.67% in Q2 2026, selling an estimated $5.21K and leaving 4,299 shares worth $780K. The position accounts for 0.31% of the portfolio, ranked #30.

Abound Financial first reported a position in LGLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $812K in Q1 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Abound Financial held 4,299 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $780K as of Q2 2026.
Abound Financial sold 29 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $5.21K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.31% of Abound Financial's portfolio in Q2 2026, its #30 holding.
Abound Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $812K in Q1 2025.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.