Atria Wealth Solutions’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Atria Wealth Solutions’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 Q2	$229K	Buy	+1,311	New	+$224K	0.01%	1302
2024 Q1	–	Sell	-17,563	Closed	-$2.55M	–	2021
2023 Q4	$2.55M	Buy	+17,563	New	+$2.43M	0.03%	528

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

BWFA

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Atria Wealth Solutions's LGLV Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025: 1,311 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #1302 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in LGLV as recently as Q4 2023.

Atria Wealth Solutions first reported a position in LGLV in Q4 2023 and has held it in 2 quarters since. The position peaked at $2.55M in Q4 2023. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

Atria Wealth Solutions held 1,311 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $229K as of Q2 2025.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Atria Wealth Solutions position in Q2 2025.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1302 holding.
Atria Wealth Solutions first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and has held it in 2 quarters since.
Atria Wealth Solutions's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.55M in Q4 2023.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.