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

Efficient 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
2025
Q3 		– Sell
-4,671
Closed -$816K – 84
2025
Q2 		$816K Buy
+4,671
New +$800K 0.05% 58

Other funds holding LGLV

Carson Wealth (CWM LLC)
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Efficient Advisors's LGLV Position: Q3 2025 in Review

Efficient Advisors sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q3 2025, closing a stake of 4,671 shares — an estimated $816K sold.

Efficient Advisors first reported a position in LGLV in Q2 2025 and held it in 1 quarter. The position peaked at $816K in Q2 2025. 180 funds tracked by Wall St. Rank hold LGLV as of Q3 2025.

  • Efficient Advisors reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q3 2025 after selling out during the quarter.
  • Efficient Advisors sold 4,671 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q3 2025, an estimated $816K.
  • Efficient Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2025 and held it in 1 quarter.
  • Efficient Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $816K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q3 2025.

Based on Efficient Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.