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Advantage Trust Company’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Advantage Trust 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
2026
Q2 		$39.7K Buy
+219
New +$39.3K 0.01% 117
2025
Q4 		– Sell
-219
Closed -$39K – 161
2025
Q3 		$39K Hold
219
– – 0.02% 119
2025
Q2 		$38.2K Buy
+219
New +$37.5K 0.02% 139

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Advantage Trust Company's LGLV Position: Q2 2026 in Review

Advantage Trust Company opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026: 219 shares worth $39.7K. The stake represents 0.01% of the portfolio and ranks #117 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in LGLV as recently as Q3 2025.

Advantage Trust Company first reported a position in LGLV in Q2 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

  • Advantage Trust Company held 219 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $39.7K as of Q2 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF was a new Advantage Trust Company position in Q2 2026.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #117 holding.
  • Advantage Trust Company first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.