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

Avant Capital’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 Q1	$585K	Sell	3,283 -65	-2%	-$11.8K	0.41%	45
2025 Q4	$588K	Buy	3,348 +4	+0.1%	+$702	0.4%	43
2025 Q3	$596K	Buy	3,344 +98	+3%	+$17.2K	0.42%	41
2025 Q2	$567K	Buy	3,246 +105	+3%	+$18K	0.44%	38
2025 Q1	$547K	Sell	3,141 -11	-0.3%	-$1.88K	0.45%	38
2024 Q4	$521K	Buy	+3,152	New	+$539K	0.43%	38
2023 Q3	$440K	Buy	3,295 +1	+0%	+$139	0.5%	36
2023 Q2	$463K	Buy	3,294 +8	+0.2%	+$1.1K	0.51%	36
2023 Q1	$449K	Sell	3,286 -68	-2%	-$9.26K	0.52%	36
2022 Q4	$455K	Sell	3,354 -688	-17%	-$91.6K	0.56%	35
2022 Q3	$499K	Sell	4,042 -13	-0.3%	-$1.76K	0.67%	32
2022 Q2	$531K	Buy	4,055 +9	+0.2%	+$1.23K	0.69%	32
2022 Q1	$581K	Sell	4,046 -197	-5%	-$27.6K	0.65%	32
2021 Q4	$639K	Buy	+4,243	New	+$608K	0.7%	30

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avant Capital's LGLV Position: Q1 2026 in Review

Avant Capital reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.9% in Q1 2026, selling an estimated $11.8K and leaving 3,283 shares worth $585K. The position accounts for 0.41% of the portfolio, ranked #45.

Avant Capital first reported a position in LGLV in Q4 2021 and has held it in 14 quarters since. The position peaked at $639K in Q4 2021. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

Avant Capital held 3,283 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $585K as of Q1 2026.
Avant Capital sold 65 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $11.8K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.41% of Avant Capital's portfolio in Q1 2026, its #45 holding.
Avant Capital first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $639K in Q4 2021.
192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.