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 Q2	$541K	Sell	2,981 -302	-9%	-$54.2K	0.34%	49
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

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

Avant Capital's LGLV Position: Q2 2026 in Review

Avant Capital reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 9.2% in Q2 2026, selling an estimated $54.2K and leaving 2,981 shares worth $541K. The position accounts for 0.34% of the portfolio, ranked #49.

Avant Capital first reported a position in LGLV in Q4 2021 and has held it in 15 quarters since. The position peaked at $639K in Q4 2021. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Avant Capital held 2,981 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $541K as of Q2 2026.
Avant Capital sold 302 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $54.2K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.34% of Avant Capital's portfolio in Q2 2026, its #49 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 15 quarters since.
Avant Capital's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $639K in Q4 2021.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.