EP Wealth Advisors’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History

EP Wealth 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 Q2	$266K	Buy
2025 Q1	$248K	Buy
2024 Q4	$232K	Hold
2024 Q3	$237K	Hold
2024 Q2	$214K	Hold
2024 Q1	$219K	Hold
2023 Q4	$203K	Hold
2023 Q3	$187K	Buy
2023 Q1	–	Sell
2022 Q4	$190K	Buy