Aptus Capital Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Aptus Capital Advisors’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	$340K	Sell	1,873 -48	-2%	-$8.62K	﹤0.01%	901
2026 Q1	$342K	Sell	1,921 -85	-4%	-$15.5K	﹤0.01%	837
2025 Q4	$352K	Sell	2,006 -37	-2%	-$6.49K	﹤0.01%	840
2025 Q3	$364K	Sell	2,043 -143	-7%	-$25.2K	﹤0.01%	792
2025 Q2	$382K	Buy	2,186 +2	+0.1%	+$342	﹤0.01%	749
2025 Q1	$380K	Sell	2,184 -318	-13%	-$54.2K	﹤0.01%	719
2024 Q4	$413K	Sell	2,502 -311	-11%	-$53.2K	﹤0.01%	692
2024 Q3	$476K	Sell	2,813 -187	-6%	-$30.3K	0.01%	550
2024 Q2	$458K	Sell	3,000 -366	-11%	-$55.7K	0.01%	530
2024 Q1	$524K	Buy	3,366 +1,164	+53%	+$174K	0.01%	504
2023 Q4	$319K	Sell	2,202 -97	-4%	-$13.4K	0.01%	456
2023 Q3	$307K	Buy	2,299 +2,223	+2,925%	+$310K	0.01%	469
2023 Q2	$10.7K	Sell	76 -18	-19%	-$2.48K	﹤0.01%	698
2023 Q1	$12.9K	Sell	94 -6,642	-99%	-$905K	﹤0.01%	665
2022 Q4	$914K	Sell	6,736 -1,715	-20%	-$228K	0.03%	282
2022 Q3	$1.04M	Buy	+8,451	New	+$1.14M	0.03%	260

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

Aptus Capital Advisors's LGLV Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 2.5% in Q2 2026, selling an estimated $8.62K and leaving 1,873 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Aptus Capital Advisors first reported a position in LGLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.04M in Q3 2022. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Aptus Capital Advisors held 1,873 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $340K as of Q2 2026.
Aptus Capital Advisors sold 48 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $8.62K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #901 holding.
Aptus Capital Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2022 and has held it in 16 quarters since.
Aptus Capital Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $1.04M in Q3 2022.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.