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

Apollon 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	$1.07M	Buy	5,875 +151	+3%	+$27.1K	0.13%	134
2026 Q1	$1.02M	Sell	5,724 -149	-3%	-$27.2K	0.14%	123
2025 Q4	$1.03M	Buy	5,873 +18	+0.3%	+$3.16K	0.15%	117
2025 Q3	$1.04M	Buy	5,855 +700	+14%	+$123K	0.17%	105
2025 Q2	$900K	Buy	5,155 +2,660	+107%	+$455K	0.19%	108
2025 Q1	$434K	Buy	+2,495	New	+$425K	0.1%	143

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

Apollon Financial's LGLV Position: Q2 2026 in Review

Apollon Financial increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.6% in Q2 2026, buying an estimated $27.1K and bringing the position to 5,875 shares worth $1.07M. The position accounts for 0.13% of the portfolio, ranked #134.

Apollon Financial first reported a position in LGLV in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Apollon Financial held 5,875 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.07M as of Q2 2026.
Apollon Financial bought 151 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $27.1K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.13% of Apollon Financial's portfolio in Q2 2026, its #134 holding.
Apollon Financial first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and has held it in 6 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

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