Gateway Wealth Partners’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Gateway Wealth Partners’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	$1.05M	Sell	5,760 -5,552	-49%	-$997K	0.06%	292
2026 Q1	$2.01M	Buy	11,312 +5,707	+102%	+$1.04M	0.08%	250
2025 Q4	$984K	Buy	5,605 +799	+17%	+$140K	0.11%	185
2025 Q3	$856K	Buy	4,806 +96	+2%	+$16.9K	0.12%	179
2025 Q2	$822K	Buy	+4,710	New	+$806K	0.16%	148
2023 Q4	–	Sell	-1,575	Closed	-$210K	–	251
2023 Q3	$210K	Sell	1,575 -26	-2%	-$3.63K	0.04%	245
2023 Q2	$225K	Buy	+1,601	New	+$220K	0.04%	218
2023 Q1	–	Sell	-1,976	Closed	-$268K	–	238
2022 Q4	$268K	Buy	+1,976	New	+$263K	0.05%	156

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

Gateway Wealth Partners's LGLV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 49% in Q2 2026, selling an estimated $997K and leaving 5,760 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #292.

Gateway Wealth Partners first reported a position in LGLV in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.01M in Q1 2026. 185 funds tracked by Wall St. Rank hold LGLV as of Q2 2026.

Gateway Wealth Partners held 5,760 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $1.05M as of Q2 2026.
Gateway Wealth Partners sold 5,552 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q2 2026, an estimated $997K.
State Street SPDR US Large Cap Low Volatility Index ETF made up 0.06% of Gateway Wealth Partners's portfolio in Q2 2026, its #292 holding.
Gateway Wealth Partners first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2022 and has held it in 8 quarters since.
Gateway Wealth Partners's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $2.01M in Q1 2026.
185 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.