Cornerstone Advisors Asset Management’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Cornerstone Advisors Asset 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
2025 Q2	–	Sell	-3,867	Closed	-$673K	–	120
2025 Q1	$673K	Buy	+3,867	New	+$659K	0.14%	75

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 $347M AUM 9.29% 1-Year Est. Return

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

Cornerstone Advisors Asset Management's LGLV Position: Q2 2025 in Review

Cornerstone Advisors Asset Management sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2025, closing a stake of 3,867 shares — an estimated $673K sold.

Cornerstone Advisors Asset Management first reported a position in LGLV in Q1 2025 and held it in 1 quarter. The position peaked at $673K in Q1 2025. 180 funds tracked by Wall St. Rank hold LGLV as of Q2 2025.

Cornerstone Advisors Asset Management reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
Cornerstone Advisors Asset Management sold 3,867 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2025, an estimated $673K.
Cornerstone Advisors Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2025 and held it in 1 quarter.
Cornerstone Advisors Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $673K in Q1 2025.
180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2025.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.