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

Advisornet 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	$250K	Sell	1,380 -80	-5%	-$14.4K	0.01%	583
2026 Q1	$260K	Buy	1,460 +200	+16%	+$36.5K	0.01%	545
2025 Q4	$221K	Sell	1,260 -115	-8%	-$20.2K	0.01%	576
2025 Q3	$245K	Hold	1,375	–	–	0.01%	539
2025 Q2	$240K	Buy	1,375 +456	+50%	+$78.1K	0.02%	521
2025 Q1	$160K	Buy	919 +1	+0.1%	+$170	0.01%	603
2024 Q4	$152K	Sell	918 -1,060	-54%	-$181K	0.01%	570
2024 Q3	$335K	Buy	1,978 +1	+0.1%	+$162	0.03%	413
2024 Q2	$302K	Buy	1,977 +1	+0.1%	+$152	0.03%	394
2024 Q1	$308K	Sell	1,976 -434	-18%	-$64.9K	0.03%	389
2023 Q4	$349K	Sell	2,410 -102,107	-98%	-$14.1M	0.03%	377
2023 Q3	$14M	Buy	104,517 +2,218	+2%	+$309K	1.27%	14
2023 Q2	$14.4M	Buy	102,299 +3,651	+4%	+$502K	1.23%	15
2023 Q1	$13.5M	Buy	98,648 +1,736	+2%	+$236K	1.23%	14
2022 Q4	$13.1M	Buy	96,912 +2,181	+2%	+$290K	1.29%	11
2022 Q3	$11.7M	Buy	94,731 +2,935	+3%	+$396K	1.17%	11
2022 Q2	$12M	Buy	91,796 +441	+0.5%	+$60.5K	1.18%	8
2022 Q1	$13.1M	Sell	91,355 -3,279	-3%	-$459K	0.82%	22
2021 Q4	$14.3M	Sell	94,634 -301	-0.3%	-$43.1K	0.88%	15
2021 Q3	$12.7M	Sell	94,935 -238	-0.3%	-$32.9K	0.88%	16
2021 Q2	$12.7M	Buy	95,173 +447	+0.5%	+$59.1K	0.84%	16
2021 Q1	$11.9M	Buy	94,726 +3,990	+4%	+$483K	0.85%	15
2020 Q4	$10.9M	Sell	90,736 -5,082	-5%	-$583K	0.88%	15
2020 Q3	$10.4M	Sell	95,818 -23,447	-20%	-$2.52M	0.89%	15
2020 Q2	$12.2M	Sell	119,265 -19,067	-14%	-$1.89M	0.98%	14
2020 Q1	$12.5M	Buy	138,332 +33,426	+32%	+$3.65M	1.16%	14
2019 Q4	$12M	Buy	104,906 +15,077	+17%	+$1.69M	1.02%	15
2019 Q3	$10M	Buy	89,829 +79,836	+799%	+$8.8M	0.92%	16
2019 Q2	$1.08M	Buy	9,993 +831	+9%	+$86.5K	0.12%	180
2019 Q1	$919K	Buy	9,162 +6,989	+322%	+$669K	0.11%	190
2018 Q4	$193K	Buy	+2,173	New	+$203K	0.03%	404

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

Advisornet Financial's LGLV Position: Q2 2026 in Review

Advisornet Financial reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 5.5% in Q2 2026, selling an estimated $14.4K and leaving 1,380 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #583.

Advisornet Financial first reported a position in LGLV in Q4 2018 and has held it in 31 quarters since. The position peaked at $14.4M in Q2 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Advisornet Financial held 1,380 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $250K as of Q2 2026.
Advisornet Financial sold 80 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $14.4K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #583 holding.
Advisornet Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2018 and has held it in 31 quarters since.
Advisornet Financial's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $14.4M in Q2 2023.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.