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

Foundations Investment 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	$235K	Hold	1,296	–	–	﹤0.01%	1072
2026 Q1	$231K	Sell	1,296 -28	-2%	-$5.1K	﹤0.01%	1042
2025 Q4	$232K	Buy	+1,324	New	+$232K	﹤0.01%	998
2025 Q2	–	Sell	-64,248	Closed	-$11.2M	–	972
2025 Q1	$11.2M	Buy	+64,248	New	+$11M	0.21%	118
2024 Q4	–	Sell	-11,135	Closed	-$1.88M	–	867
2024 Q3	$1.88M	Buy	11,135 +1,535	+16%	+$248K	0.04%	281
2024 Q2	$1.46M	Buy	+9,600	New	+$1.46M	0.04%	277

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

Foundations Investment Advisors's LGLV Position: Q2 2026 in Review

Foundations Investment Advisors held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q2 2026 at 1,296 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Foundations Investment Advisors first reported a position in LGLV in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.2M in Q1 2025. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Foundations Investment Advisors held 1,296 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $235K as of Q2 2026.
Foundations Investment 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 Foundations Investment Advisors's portfolio in Q2 2026, its #1072 holding.
Foundations Investment Advisors first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q2 2024 and has held it in 6 quarters since.
Foundations Investment Advisors's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $11.2M in Q1 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.