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

Farther Finance 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	$291K	Sell	1,605 -381	-19%	-$68.4K	﹤0.01%	1971
2026 Q1	$355K	Sell	1,986 -340	-15%	-$62K	﹤0.01%	1631
2025 Q4	$408K	Sell	2,326 -303	-12%	-$53.1K	﹤0.01%	1445
2025 Q3	$468K	Sell	2,629 -542	-17%	-$95.4K	0.01%	1110
2025 Q2	$554K	Sell	3,171 -3,513	-53%	-$601K	0.01%	865
2025 Q1	$1.16M	Sell	6,684 -14,113	-68%	-$2.41M	0.03%	449
2024 Q4	$3.44M	Buy	20,797 +2,496	+14%	+$427K	0.12%	146
2024 Q3	$3.1M	Buy	18,301 +18,045	+7,049%	+$2.92M	0.12%	147
2024 Q2	$38.8K	Hold	256	–	–	﹤0.01%	1519
2024 Q1	$39.6K	Hold	256	–	–	﹤0.01%	1263
2023 Q4	$37.1K	Hold	256	–	–	﹤0.01%	1142
2023 Q3	$34.2K	Buy	256 +9	+4%	+$1.25K	0.01%	914
2023 Q2	$34.7K	Hold	247	–	–	0.01%	790
2023 Q1	$33.8K	Buy	+247	New	+$33.6K	0.01%	729

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Tempo Wealth Independence, Ohio $675M AUM

HAG

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Farther Finance Advisors's LGLV Position: Q2 2026 in Review

Farther Finance Advisors reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 19% in Q2 2026, selling an estimated $68.4K and leaving 1,605 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Farther Finance Advisors first reported a position in LGLV in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.44M in Q4 2024. 84 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Farther Finance Advisors held 1,605 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $291K as of Q2 2026.
Farther Finance Advisors sold 381 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $68.4K.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1971 holding.
Farther Finance Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2023 and has held it in 14 quarters since.
Farther Finance Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $3.44M in Q4 2024.
84 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.