Cardiff Park Advisors’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Cardiff Park Advisors’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	$484K	Hold	2,666	–	–	0.04%	181
2026 Q1	$475K	Sell	2,666 -53	-2%	-$9.66K	0.04%	187
2025 Q4	$477K	Hold	2,719	–	–	0.04%	178
2025 Q3	$484K	Hold	2,719	–	–	0.04%	188
2025 Q2	$475K	Hold	2,719	–	–	0.04%	175
2025 Q1	$473K	Hold	2,719	–	–	0.05%	166
2024 Q4	$449K	Hold	2,719	–	–	0.04%	170
2024 Q3	$460K	Hold	2,719	–	–	0.04%	168
2024 Q2	$415K	Hold	2,719	–	–	0.04%	172
2024 Q1	$423K	Sell	2,719 -47	-2%	-$7.03K	0.04%	177
2023 Q4	$401K	Hold	2,766	–	–	0.04%	165
2023 Q3	$369K	Hold	2,766	–	–	0.05%	161
2023 Q2	$389K	Hold	2,766	–	–	0.05%	169
2023 Q1	$378K	Hold	2,766	–	–	0.05%	166
2022 Q4	$375K	Hold	2,766	–	–	0.05%	170
2022 Q3	$341K	Hold	2,766	–	–	0.05%	173
2022 Q2	$362K	Buy	2,766 +1,520	+122%	+$208K	0.05%	171
2022 Q1	$179K	Hold	1,246	–	–	0.03%	239
2021 Q4	$188K	Buy	+1,246	New	+$179K	0.02%	241

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

Cardiff Park Advisors's LGLV Position: Q2 2026 in Review

Cardiff Park Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 2,666 shares worth $484K. The position accounts for 0.04% of the portfolio, ranked #181.

Cardiff Park Advisors first reported a position in LGLV in Q4 2021 and has held it in 19 quarters since. The position peaked at $484K in Q3 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Cardiff Park Advisors held 2,666 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $484K as of Q2 2026.
Cardiff Park Advisors left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q2 2026, its #181 holding.
Cardiff Park Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 19 quarters since.
Cardiff Park Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $484K in Q3 2025.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.