Ameritas Advisory Services’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Ameritas Advisory Services’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	$420K	Sell	2,315 -394	-15%	-$70.8K	0.01%	849
2026 Q1	$483K	Sell	2,709 -122	-4%	-$22.2K	0.02%	582
2025 Q4	$497K	Buy	2,831 +516	+22%	+$90.5K	0.02%	571
2025 Q3	$412K	Buy	+2,315	New	+$407K	0.03%	448
2025 Q2	–	Sell	-40,631	Closed	-$7.05M	–	2847
2025 Q1	$7.05M	Buy	40,631 +38,316	+1,655%	+$6.53M	0.28%	70
2024 Q4	$382K	Buy	+2,315	New	+$396K	0.01%	653
2024 Q3	–	Sell	-2,315	Closed	-$353K	–	899
2024 Q2	$353K	Hold	2,315	–	–	0.01%	687
2024 Q1	$348K	Buy	+2,315	New	+$346K	0.01%	663
2023 Q4	–	Sell	-2,315	Closed	-$311K	–	782
2023 Q3	$311K	Hold	2,315	–	–	0.02%	622
2023 Q2	$321K	Hold	2,315	–	–	0.04%	393
2023 Q1	$317K	Sell	2,315 -434	-16%	-$59.1K	0.02%	628
2022 Q4	$373K	Buy	2,749 +434	+19%	+$57.8K	0.02%	632
2022 Q3	$286K	Hold	2,315	–	–	0.02%	599
2022 Q2	$303K	Hold	2,315	–	–	0.02%	615
2022 Q1	$333K	Hold	2,315	–	–	0.01%	629
2021 Q4	$349K	Buy	+2,315	New	+$332K	0.01%	602

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

Ameritas Advisory Services's LGLV Position: Q2 2026 in Review

Ameritas Advisory Services reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 15% in Q2 2026, selling an estimated $70.8K and leaving 2,315 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #849.

Ameritas Advisory Services first reported a position in LGLV in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.05M in Q1 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Ameritas Advisory Services held 2,315 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $420K as of Q2 2026.
Ameritas Advisory Services sold 394 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $70.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #849 holding.
Ameritas Advisory Services first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $7.05M 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.