Atlantic Union Bankshares’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Atlantic Union Bankshares’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
2025 Q4	–	Sell	-17	Closed	-$2.96K	–	1757
2025 Q3	$2.96K	Hold	17	–	–	﹤0.01%	1443
2025 Q2	$2.89K	Buy	+17	New	+$2.91K	﹤0.01%	1045

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 $3.14B AUM 22.62% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Atlantic Union Bankshares's LGLV Position: Q4 2025 in Review

Atlantic Union Bankshares sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q4 2025, closing a stake of 17 shares — an estimated $2.96K sold.

Atlantic Union Bankshares first reported a position in LGLV in Q2 2025 and held it in 2 quarters. The position peaked at $2.96K in Q3 2025. 179 funds tracked by Wall St. Rank hold LGLV as of Q4 2025.

Atlantic Union Bankshares reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q4 2025 after selling out during the quarter.
Atlantic Union Bankshares sold 17 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q4 2025, an estimated $2.96K.
Atlantic Union Bankshares first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and held it in 2 quarters.
Atlantic Union Bankshares's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.96K in Q3 2025.
179 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q4 2025.

Based on Atlantic Union Bankshares's 13F filing for Q4 2025, filed 4 Feb 2026.