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

Envestnet 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
2026 Q2	$2.98M	Buy	16,407 +2,102	+15%	+$377K	﹤0.01%	2858
2026 Q1	$2.55M	Buy	14,305 +1,777	+14%	+$324K	﹤0.01%	2828
2025 Q4	$2.2M	Buy	12,528 +432	+4%	+$75.8K	﹤0.01%	2752
2025 Q3	$2.16M	Sell	12,096 -1,145	-9%	-$201K	﹤0.01%	2830
2025 Q2	$2.31M	Buy	13,241 +1,679	+15%	+$287K	﹤0.01%	2724
2025 Q1	$2.01M	Buy	11,562 +6,352	+122%	+$1.08M	﹤0.01%	2720
2024 Q4	$861K	Sell	5,210 -2,109	-29%	-$361K	﹤0.01%	3264
2024 Q3	$1.24M	Sell	7,319 -1,188	-14%	-$192K	﹤0.01%	2985
2024 Q2	$1.3M	Sell	8,507 -1,051	-11%	-$160K	﹤0.01%	2855
2024 Q1	$1.49M	Sell	9,558 -52,463	-85%	-$7.84M	﹤0.01%	2766
2023 Q4	$8.99M	Sell	62,021 -50,588	-45%	-$6.99M	﹤0.01%	1514
2023 Q3	$15M	Sell	112,609 -32,358	-22%	-$4.51M	0.01%	1132
2023 Q2	$20.4M	Buy	144,967 +136,033	+1,523%	+$18.7M	0.01%	920
2023 Q1	$1.22M	Sell	8,934 -706	-7%	-$96.2K	﹤0.01%	2531
2022 Q4	$1.31M	Sell	9,640 -850	-8%	-$113K	﹤0.01%	2448
2022 Q3	$1.29M	Buy	10,490 +5,709	+119%	+$771K	﹤0.01%	2356
2022 Q2	$626K	Buy	4,781 +2,144	+81%	+$294K	﹤0.01%	2930
2022 Q1	$379K	Sell	2,637 -321	-11%	-$45K	﹤0.01%	3296
2021 Q4	$446K	Buy	2,958 +352	+14%	+$50.4K	﹤0.01%	3138
2021 Q3	$348K	Sell	2,606 -1,329	-34%	-$184K	﹤0.01%	3207
2021 Q2	$524K	Sell	3,935 -4,095	-51%	-$541K	﹤0.01%	2950
2021 Q1	$1.01M	Buy	8,030 +5,370	+202%	+$650K	﹤0.01%	2398
2020 Q4	$319K	Sell	2,660 -514	-16%	-$59K	﹤0.01%	2891
2020 Q3	$344K	Sell	3,174 -7,461	-70%	-$803K	﹤0.01%	2677
2020 Q2	$1.08M	Sell	10,635 -5,228	-33%	-$519K	﹤0.01%	1918
2020 Q1	$1.44M	Sell	15,863 -3,403	-18%	-$372K	﹤0.01%	1592
2019 Q4	$2.2M	Buy	19,266 +10,277	+114%	+$1.15M	﹤0.01%	1551
2019 Q3	$1M	Buy	+8,989	New	+$991K	﹤0.01%	1945

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

Envestnet Asset Management's LGLV Position: Q2 2026 in Review

Envestnet Asset Management increased its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 15% in Q2 2026, buying an estimated $377K and bringing the position to 16,407 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Envestnet Asset Management first reported a position in LGLV in Q3 2019 and has held it in 28 quarters since. The position peaked at $20.4M in Q2 2023. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Envestnet Asset Management held 16,407 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.98M as of Q2 2026.
Envestnet Asset Management bought 2,102 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $377K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2858 holding.
Envestnet Asset Management first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q3 2019 and has held it in 28 quarters since.
Envestnet Asset Management's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $20.4M 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 Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.