Elevation Capital Advisory’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Elevation Capital Advisory’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	–	Sell	-7,483	Closed	-$1.33M	–	74
2026 Q1	$1.33M	Sell	7,483 -2,919	-28%	-$532K	0.57%	40
2025 Q4	$1.83M	Buy	+10,402	New	+$1.82M	0.75%	40
2025 Q2	–	Sell	-40,469	Closed	-$7.04M	–	63
2025 Q1	$7.04M	Buy	+40,469	New	+$6.9M	3.07%	13
2024 Q4	–	Sell	-37,357	Closed	-$6.32M	–	68
2024 Q3	$6.32M	Buy	+37,357	New	+$6.05M	2.79%	14

Other funds holding LGLV

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

HAG

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

Elevation Capital Advisory's LGLV Position: Q2 2026 in Review

Elevation Capital Advisory sold out of State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) in Q2 2026, closing a stake of 7,483 shares — an estimated $1.33M sold.

Elevation Capital Advisory first reported a position in LGLV in Q3 2024 and held it in 4 quarters. The position peaked at $7.04M in Q1 2025. 64 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Elevation Capital Advisory reported no remaining State Street SPDR US Large Cap Low Volatility Index ETF position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 7,483 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $1.33M.
Elevation Capital Advisory first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2024 and held it in 4 quarters.
Elevation Capital Advisory's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $7.04M in Q1 2025.
64 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.