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

Axxcess Wealth Management’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	$389K	Buy	+2,146	New	+$385K	0.01%	788
2026 Q1	–	Sell	-2,438	Closed	-$428K	–	734
2025 Q4	$428K	Buy	+2,438	New	+$428K	0.01%	741
2024 Q1	–	Sell	-1,851	Closed	-$268K	–	903
2023 Q4	$268K	Sell	1,851 -1,466	-44%	-$202K	0.01%	678
2023 Q3	$443K	Buy	3,317 +33	+1%	+$4.6K	0.02%	497
2023 Q2	$462K	Buy	+3,284	New	+$452K	0.03%	368

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

Axxcess Wealth Management's LGLV Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026: 2,146 shares worth $389K. The stake represents 0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LGLV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LGLV in Q2 2023 and has held it in 5 quarters since. The position peaked at $462K in Q2 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Axxcess Wealth Management held 2,146 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $389K as of Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #788 holding.
Axxcess Wealth Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2023 and has held it in 5 quarters since.
Axxcess Wealth Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $462K in Q2 2023.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.