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

Action Point Financial Planning’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	$184	Buy	+1	New	+$180	﹤0.01%	2707

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

Action Point Financial Planning's LGLV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026: 1 share worth $184. The stake represents ﹤0.01% of the portfolio and ranks #2707 among its holdings.

183 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Action Point Financial Planning held 1 share of State Street SPDR US Large Cap Low Volatility Index ETF worth $184 as of Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Action Point Financial Planning position in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2707 holding.
183 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

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