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

Arax Advisory Partners’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	$196K	Buy	1,082 +453	+72%	+$81.3K	﹤0.01%	2266
2026 Q1	$112K	Buy	629 +3	+0.5%	+$547	﹤0.01%	1332
2025 Q4	$110K	Buy	+626	New	+$110K	﹤0.01%	1289
2025 Q3	–	Sell	-619	Closed	-$108K	–	4019
2025 Q2	$108K	Buy	619 +3	+0.5%	+$514	0.01%	901
2025 Q1	$107K	Buy	616 +3	+0.5%	+$511	0.01%	699
2024 Q4	$101K	Buy	613 +3	+0.5%	+$513	0.01%	677
2024 Q3	$103K	Buy	610 +3	+0.5%	+$486	0.01%	488
2024 Q2	$92.6K	Buy	607 +3	+0.5%	+$457	0.01%	487
2024 Q1	$94.1K	Buy	604 +3	+0.5%	+$448	0.01%	400
2023 Q4	$87.2K	Buy	601 +4	+0.7%	+$552	0.01%	401
2023 Q3	$79.7K	Buy	597 +3	+0.5%	+$418	0.01%	388
2023 Q2	$83.6K	Buy	594 +2	+0.3%	+$275	0.01%	374
2023 Q1	$80.9K	Buy	592 +3	+0.5%	+$409	0.01%	384
2022 Q4	$79.9K	Buy	589 +4	+0.7%	+$533	0.01%	367
2022 Q3	$72K	Buy	585 +3	+0.5%	+$405	0.01%	371
2022 Q2	$76K	Buy	582 +3	+0.5%	+$411	0.01%	358
2022 Q1	$83K	Buy	579 +1	+0.2%	+$140	0.01%	370
2021 Q4	$87K	Buy	578 +2	+0.3%	+$287	0.01%	368
2021 Q3	$77K	Buy	576 +2	+0.3%	+$276	0.01%	383
2021 Q2	$76K	Buy	+574	New	+$75.9K	0.01%	399
2020 Q4	$68K	Buy	568 +5	+0.9%	+$574	0.01%	360
2020 Q3	$61K	Buy	563 +2	+0.4%	+$215	0.01%	347
2020 Q2	$57K	Buy	561 +3	+0.5%	+$298	0.01%	343
2020 Q1	$51K	Buy	+558	New	+$61K	0.01%	338

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

Arax Advisory Partners's LGLV Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 72% in Q2 2026, buying an estimated $81.3K and bringing the position to 1,082 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Arax Advisory Partners first reported a position in LGLV in Q1 2020 and has held it in 24 quarters since. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Arax Advisory Partners held 1,082 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $196K as of Q2 2026.
Arax Advisory Partners bought 453 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $81.3K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2266 holding.
Arax Advisory Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2020 and has held it in 24 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.