EP Wealth Advisors’s State Street SPDR 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
2026 Q2	$312K	Hold	1,721	–	–	﹤0.01%	1271
2026 Q1	$307K	Sell	1,721 -495	-22%	-$90.2K	﹤0.01%	1151
2025 Q4	$389K	Buy	+2,216	New	+$389K	﹤0.01%	995
2025 Q2	$266K	Buy	1,525 +100	+7%	+$17.1K	﹤0.01%	1088
2025 Q1	$248K	Buy	1,425 +22	+2%	+$3.75K	﹤0.01%	1017
2024 Q4	$232K	Hold	1,403	–	–	﹤0.01%	996
2024 Q3	$237K	Hold	1,403	–	–	﹤0.01%	961
2024 Q2	$214K	Hold	1,403	–	–	﹤0.01%	747
2024 Q1	$219K	Hold	1,403	–	–	﹤0.01%	713
2023 Q4	$203K	Hold	1,403	–	–	﹤0.01%	711
2023 Q3	$187K	Buy	+1,403	New	+$196K	﹤0.01%	672
2023 Q1	–	Sell	-1,403	Closed	-$190K	–	676
2022 Q4	$190K	Buy	+1,403	New	+$187K	﹤0.01%	559

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

EP Wealth Advisors's LGLV Position: Q2 2026 in Review

EP Wealth Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 1,721 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

EP Wealth Advisors first reported a position in LGLV in Q4 2022 and has held it in 12 quarters since. The position peaked at $389K in Q4 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

EP Wealth Advisors held 1,721 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $312K as of Q2 2026.
EP Wealth Advisors left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q2 2026.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1271 holding.
EP Wealth Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 12 quarters since.
EP Wealth Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $389K in Q4 2025.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.