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

AssetMark Inc’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	$20K	Hold	110	–	–	﹤0.01%	2180
2026 Q1	$19.6K	Hold	110	–	–	﹤0.01%	2064
2025 Q4	$19.3K	Sell	110 -90	-45%	-$15.8K	﹤0.01%	2019
2025 Q3	$35.6K	Buy	200 +72	+56%	+$12.7K	﹤0.01%	1754
2025 Q2	$22.4K	Sell	128 -7	-5%	-$1.2K	﹤0.01%	1778
2025 Q1	$23.5K	Buy	135 +39	+41%	+$6.65K	﹤0.01%	1667
2024 Q4	$15.9K	Hold	96	–	–	﹤0.01%	1704
2024 Q3	$16.2K	Hold	96	–	–	﹤0.01%	1541
2024 Q2	$14.6K	Buy	+96	New	+$14.6K	﹤0.01%	1435
2019 Q4	–	Sell	-1	Closed	–	–	1439
2019 Q3	$0	Buy	+1	New	+$110	﹤0.01%	1374

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc's LGLV Position: Q2 2026 in Review

AssetMark Inc held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 110 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

AssetMark Inc first reported a position in LGLV in Q3 2019 and has held it in 10 quarters since. The position peaked at $35.6K in Q3 2025. 87 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

AssetMark Inc held 110 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $20K as of Q2 2026.
AssetMark Inc left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2180 holding.
AssetMark Inc first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 10 quarters since.
AssetMark Inc's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $35.6K in Q3 2025.
87 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.